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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,276-100.0% | $155,574-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 11.55% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $4,895 | $3,103+57.7% | $4,676+4.7% | $2,756+77.6% |
| Participant deferral / active EE | $1,768 | $3,453-48.8% | $5,629-68.6% | $4,299-58.9% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |