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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,009 | $198,457+25.0% | $170,435+45.5% | $147,586+68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.61% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $8,616 | $6,183+39.3% | $5,432+58.6% | $4,876+76.7% |
| Participant deferral / active EE | $12,260 | $5,629+117.8% | $4,939+148.2% | $5,439+125.4% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |