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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,805 | $138,068+14.3% | $125,358+25.9% | $134,493+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.19% | 750.30%-730.1pp | 572.03%-551.8pp | 418.01%-397.8pp |
| Employer contribution / active EE | $4,252 | $5,244-18.9% | $4,814-11.7% | $4,740-10.3% |
| Participant deferral / active EE | $17,050 | $7,799+118.6% | $7,447+129.0% | $6,400+166.4% |
| Admin fee / account holder | $83 | $11,568-99.3% | $10,007-99.2% | $11,425-99.3% |