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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $152,619-100.0% | $125,195-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 27.18% | 54.85%-27.7pp | 43.79%-16.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $27,750 | $4,947+460.9% | $3,866+617.8% | $4,764+482.5% |
| Participant deferral / active EE | $22,000 | $5,869+274.9% | $4,937+345.6% | $5,851+276.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |