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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,914 | $202,342+2.8% | $172,752+20.4% | $152,897+36.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.30% | 1029.83%-1012.5pp | 802.97%-785.7pp | 345.43%-328.1pp |
| Employer contribution / active EE | $9,946 | $5,858+69.8% | $5,144+93.3% | $4,764+108.8% |
| Participant deferral / active EE | $6,505 | $5,948+9.4% | $5,198+25.1% | $5,851+11.2% |
| Admin fee / account holder | $6 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |