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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,064-100.0% | $74,577-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 3.15% | 26.18%-23.0pp | 20.47%-17.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $5,000 | $3,160+58.2% | $2,525+98.0% | $4,869+2.7% |
| Participant deferral / active EE | $5,400 | $4,160+29.8% | $3,458+56.2% | $5,287+2.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |