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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,888-100.0% | $189,545-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 13.41% | 748.66%-735.2pp | 555.36%-541.9pp | 478.89%-465.5pp |
| Employer contribution / active EE | $5,000 | $6,915-27.7% | $6,162-18.9% | $4,840+3.3% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,343+309.9% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |