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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,744 | $202,342+19.5% | $172,752+39.9% | $152,897+58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.84% | 1029.83%-1003.0pp | 802.97%-776.1pp | 345.43%-318.6pp |
| Employer contribution / active EE | $8,209 | $5,858+40.1% | $5,144+59.6% | $4,764+72.3% |
| Participant deferral / active EE | $5,376 | $5,948-9.6% | $5,198+3.4% | $5,851-8.1% |
| Admin fee / account holder | $234 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |