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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,992 | $182,823+10.5% | $161,596+25.0% | $198,609+1.7% |
| Participation rate | 85.7% | 81.5%+4.2pp | 80.7%+5.0pp | 82.4%+3.3pp |
| Annual return | 427.35% | 484.64%-57.3pp | 389.92%+37.4pp | 202.70%+224.7pp |
| Employer contribution / active EE | $6,247 | $4,109+52.0% | $3,977+57.1% | $5,055+23.6% |
| Participant deferral / active EE | $11,065 | $7,056+56.8% | $6,750+63.9% | $6,977+58.6% |
| Admin fee / account holder | $115 | $15,687-99.3% | $13,161-99.1% | $19,030-99.4% |