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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,992 | $171,930+17.5% | $151,266+33.5% | $154,746+30.5% |
| Participation rate | 85.7% | 80.5%+5.2pp | 77.0%+8.7pp | 80.7%+5.0pp |
| Annual return | 427.35% | 242.03%+185.3pp | 180.60%+246.7pp | 172.34%+255.0pp |
| Employer contribution / active EE | $6,247 | $4,710+32.6% | $4,237+47.4% | $4,379+42.6% |
| Participant deferral / active EE | $11,065 | $8,191+35.1% | $7,337+50.8% | $6,730+64.4% |
| Admin fee / account holder | $115 | $15,803-99.3% | $13,159-99.1% | $14,365-99.2% |