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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 18.87% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $4,490 | $5,105-12.0% | $4,646-3.4% | $4,763-5.7% |
| Participant deferral / active EE | $9,744 | $7,183+35.7% | $6,843+42.4% | $5,983+62.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |