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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 25.85% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $5,000 | $5,263-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |