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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.25% | 98.36%-88.1pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $43,500 | $5,288+722.6% | $4,935+781.5% | $4,662+833.1% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,690+348.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |