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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,373 | $138,102+0.2% | $125,381+10.4% | $134,532+2.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 1063.24% | 750.73%+312.5pp | 572.31%+490.9pp | 418.27%+645.0pp |
| Employer contribution / active EE | $9,793 | $5,245+86.7% | $4,815+103.4% | $4,741+106.5% |
| Participant deferral / active EE | $9,055 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |