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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,798 | $198,462+18.8% | $170,439+38.3% | $147,585+59.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.15% | 257.30%-237.2pp | 205.94%-185.8pp | 578.58%-558.4pp |
| Employer contribution / active EE | $11,630 | $6,184+88.1% | $5,433+114.1% | $4,876+138.5% |
| Participant deferral / active EE | $7,774 | $5,629+38.1% | $4,939+57.4% | $5,439+42.9% |
| Admin fee / account holder | $44 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |