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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,518 | $76,522-31.4% | $56,033-6.3% | $145,884-64.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.09% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,531 | $1,382+10.8% | $1,041+47.1% | $4,662-67.2% |
| Participant deferral / active EE | $4,515 | $2,624+72.1% | $1,954+131.1% | $6,690-32.5% |
| Admin fee / account holder | $298 | $3,328-91.1% | $2,827-89.5% | $13,392-97.8% |