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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,749 | $202,342+0.2% | $172,753+17.4% | $152,909+32.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 21.25% | 1029.88%-1008.6pp | 803.00%-781.8pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,361 | $5,857-76.8% | $5,144-73.5% | $4,764-71.4% |
| Participant deferral / active EE | $2,486 | $5,948-58.2% | $5,198-52.2% | $5,851-57.5% |
| Admin fee / account holder | $2 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |