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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,230 | $198,470+8.4% | $170,444+26.3% | $147,585+45.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.81% | 257.30%-234.5pp | 205.94%-183.1pp | 578.56%-555.7pp |
| Employer contribution / active EE | $4,702 | $6,184-24.0% | $5,433-13.5% | $4,876-3.6% |
| Participant deferral / active EE | $5,697 | $5,629+1.2% | $4,939+15.3% | $5,439+4.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |