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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,158 | $202,345+16.2% | $172,755+36.1% | $152,885+53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.11% | 1029.77%-1004.7pp | 802.94%-777.8pp | 345.39%-320.3pp |
| Employer contribution / active EE | $12,068 | $5,858+106.0% | $5,144+134.6% | $4,763+153.4% |
| Participant deferral / active EE | $6,441 | $5,948+8.3% | $5,198+23.9% | $5,851+10.1% |
| Admin fee / account holder | $220 | $17,111-98.7% | $13,955-98.4% | $11,598-98.1% |