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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,307-100.0% | $106,619-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 78.0%-78.0pp | 83.0%-83.0pp |
| Annual return | 12.79% | 11.05%+1.7pp | 9.42%+3.4pp | 41.46%-28.7pp |
| Employer contribution / active EE | $7,500 | $5,190+44.5% | $3,947+90.0% | $4,869+54.0% |
| Participant deferral / active EE | $22,000 | $4,969+342.7% | $3,930+459.8% | $5,287+316.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |