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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,000-100.0% | $90,300-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 14.65% | 95.19%-80.5pp | 78.11%-63.5pp | 345.39%-330.7pp |
| Employer contribution / active EE | $8,050 | $3,138+156.5% | $2,854+182.0% | $4,763+69.0% |
| Participant deferral / active EE | $19,000 | $4,281+343.9% | $3,884+389.1% | $5,851+224.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |