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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,992 | $165,584+22.0% | $142,942+41.3% | $137,256+47.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 76.8%+8.9pp | 80.0%+5.8pp |
| Annual return | 427.35% | 164.22%+263.1pp | 113.70%+313.7pp | 220.34%+207.0pp |
| Employer contribution / active EE | $6,247 | $4,725+32.2% | $4,139+50.9% | $4,156+50.3% |
| Participant deferral / active EE | $11,065 | $8,194+35.0% | $7,128+55.2% | $6,407+72.7% |
| Admin fee / account holder | $115 | $16,167-99.3% | $12,475-99.1% | $12,270-99.1% |