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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $135,645-100.0% | $110,243-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | 3.41% | 513.24%-509.8pp | 314.76%-311.3pp | 519.81%-516.4pp |
| Employer contribution / active EE | $12,125 | $4,907+147.1% | $3,827+216.9% | $4,779+153.7% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,672+156.8% | $5,609+113.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |