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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,063-100.0% | $81,473-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 14.89% | 32.41%-17.5pp | 38.78%-23.9pp | 578.59%-563.7pp |
| Employer contribution / active EE | $4,000 | $3,206+24.8% | $2,568+55.8% | $4,876-18.0% |
| Participant deferral / active EE | $5,400 | $4,242+27.3% | $3,537+52.7% | $5,439-0.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |