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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,002-100.0% | $76,278-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 23.28% | 13.11%+10.2pp | 13.77%+9.5pp | 550.52%-527.2pp |
| Employer contribution / active EE | $7,803 | $5,261+48.3% | $4,584+70.2% | $4,662+67.4% |
| Participant deferral / active EE | $7,211 | $6,390+12.8% | $5,478+31.6% | $6,690+7.8% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,131-100.0% | $13,400-100.0% |