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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,544 | $209,874+3.7% | $189,537+14.8% | $167,536+29.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.17% | 748.61%-718.4pp | 555.34%-525.2pp | 478.82%-448.6pp |
| Employer contribution / active EE | $3,137 | $6,913-54.6% | $6,161-49.1% | $4,839-35.2% |
| Participant deferral / active EE | $12,486 | $8,934+39.8% | $8,220+51.9% | $6,342+96.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |