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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,865 | $183,968+8.1% | $162,166+22.6% | $152,870+30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 150.77%-128.2pp | 115.59%-93.1pp | 345.34%-322.8pp |
| Employer contribution / active EE | $7,355 | $6,371+15.5% | $5,614+31.0% | $4,763+54.4% |
| Participant deferral / active EE | $11,296 | $8,034+40.6% | $7,298+54.8% | $5,850+93.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |