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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,125 | $202,342+19.2% | $172,753+39.6% | $152,909+57.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 19.24% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $3,656 | $5,857-37.6% | $5,144-28.9% | $4,764-23.3% |
| Participant deferral / active EE | $6,254 | $5,948+5.1% | $5,198+20.3% | $5,851+6.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |