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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,313 | $198,457-1.1% | $170,435+15.2% | $147,586+33.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.91% | 257.30%-235.4pp | 205.94%-184.0pp | 578.59%-556.7pp |
| Employer contribution / active EE | $6,996 | $6,183+13.2% | $5,432+28.8% | $4,876+43.5% |
| Participant deferral / active EE | $6,217 | $5,629+10.4% | $4,939+25.9% | $5,439+14.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |