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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,408 | $202,342+15.8% | $172,752+35.7% | $152,897+53.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 36.49% | 1029.83%-993.3pp | 802.97%-766.5pp | 345.43%-308.9pp |
| Employer contribution / active EE | $2,534 | $5,858-56.7% | $5,144-50.7% | $4,764-46.8% |
| Participant deferral / active EE | $7,900 | $5,948+32.8% | $5,198+52.0% | $5,851+35.0% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |