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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,748 | $196,972-74.2% | $182,262-72.2% | $198,609-74.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.74% | 158.27%-135.5pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $2,592 | $5,364-51.7% | $5,046-48.6% | $5,055-48.7% |
| Participant deferral / active EE | $10,321 | $8,643+19.4% | $8,276+24.7% | $6,977+47.9% |
| Admin fee / account holder | $104 | $18,429-99.4% | $16,712-99.4% | $19,030-99.5% |