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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,147-100.0% | $81,286-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.57% | 34.44%-25.9pp | 24.80%-16.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,520 | $2,977-15.4% | $2,463+2.3% | $4,663-46.0% |
| Participant deferral / active EE | $3,320 | $4,607-27.9% | $3,883-14.5% | $6,691-50.4% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |