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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 27.31% | 348.34%-321.0pp | 276.72%-249.4pp | 302.99%-275.7pp |
| Employer contribution / active EE | $18,000 | $5,105+252.6% | $4,646+287.5% | $4,763+277.9% |
| Participant deferral / active EE | $16,500 | $7,183+129.7% | $6,843+141.1% | $5,983+175.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |