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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,013-100.0% | $103,693-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 16.08% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $30,000 | $3,131+858.1% | $2,920+927.3% | $4,248+606.3% |
| Participant deferral / active EE | $30,000 | $4,970+503.7% | $4,579+555.1% | $6,531+359.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |