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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,559 | $217,432-1.8% | $185,849+14.9% | $167,536+27.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 578.85% | 148.42%+430.4pp | 122.10%+456.8pp | 478.82%+100.0pp |
| Employer contribution / active EE | $5,000 | $5,875-14.9% | $5,169-3.3% | $4,839+3.3% |
| Participant deferral / active EE | $5,000 | $6,357-21.4% | $5,569-10.2% | $6,342-21.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |