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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,486-100.0% | $78,676-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 11.42% | 75.62%-64.2pp | 62.19%-50.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,875 | $3,175-9.4% | $2,850+0.9% | $4,869-40.9% |
| Participant deferral / active EE | $3,376 | $3,901-13.5% | $3,517-4.0% | $5,287-36.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |