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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,370-100.0% | $184,256-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 16.95% | 29.05%-12.1pp | 28.85%-11.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $14,601 | $7,024+107.9% | $6,427+127.2% | $4,663+213.2% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |