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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,547-100.0% | $78,210-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 58.95% | 51.08%+7.9pp | 40.90%+18.0pp | 578.57%-519.6pp |
| Employer contribution / active EE | $600 | $2,617-77.1% | $2,034-70.5% | $4,876-87.7% |
| Participant deferral / active EE | $600 | $3,481-82.8% | $2,823-78.7% | $5,439-89.0% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |