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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 23.67% | 98.36%-74.7pp | 419.21%-395.5pp | 550.52%-526.8pp |
| Employer contribution / active EE | $13,125 | $5,288+148.2% | $4,935+166.0% | $4,662+181.5% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |