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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $208,088-100.0% | $186,193-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 14.72% | 89.97%-75.3pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,500 | $4,340-65.4% | $3,918-61.7% | $4,379-65.7% |
| Participant deferral / active EE | $17,250 | $7,078+143.7% | $6,513+164.9% | $6,730+156.3% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |