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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $396,305-100.0% | $396,305-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 14.0%-14.0pp | 27.7%-27.7pp |
| Annual return | 15.89% | 117.92%-102.0pp | 96.17%-80.3pp | 15.59%+0.3pp |
| Employer contribution / active EE | $37,500 | $30,755+21.9% | $25,602+46.5% | $33,256+12.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $292-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $21,009-100.0% |