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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,348 | $198,457+19.1% | $170,435+38.7% | $147,586+60.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.43% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $6,142 | $6,183-0.7% | $5,432+13.1% | $4,876+25.9% |
| Participant deferral / active EE | $5,422 | $5,629-3.7% | $4,939+9.8% | $5,439-0.3% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |