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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,509-100.0% | $78,693-100.0% | $273,968-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 8.51% | 75.61%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,600 | $3,175-18.1% | $2,850-8.8% | $4,869-46.6% |
| Participant deferral / active EE | $4,212 | $3,901+8.0% | $3,517+19.8% | $5,287-20.3% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |