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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,988 | $209,888+9.1% | $189,545+20.8% | $167,553+36.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 14.12% | 748.66%-734.5pp | 555.36%-541.2pp | 478.89%-464.8pp |
| Employer contribution / active EE | $9,959 | $6,915+44.0% | $6,162+61.6% | $4,840+105.8% |
| Participant deferral / active EE | $11,100 | $8,934+24.2% | $8,220+35.0% | $6,343+75.0% |
| Admin fee / account holder | $40 | $14,300-99.7% | $12,049-99.7% | $12,316-99.7% |