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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,889 | $165,381+26.9% | $149,730+40.2% | $158,966+32.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.42% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $12,446 | $5,104+143.8% | $4,645+167.9% | $4,762+161.3% |
| Participant deferral / active EE | $9,684 | $7,182+34.8% | $6,843+41.5% | $5,983+61.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |