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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,062-100.0% | $158,223-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 13.86% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $27,497 | $4,565+502.4% | $4,109+569.2% | $4,248+547.3% |
| Participant deferral / active EE | $21,375 | $6,134+248.4% | $5,467+291.0% | $6,531+227.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |