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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,402-100.0% | $134,155-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 14.64% | 63.66%-49.0pp | 36.34%-21.7pp | 302.91%-288.3pp |
| Employer contribution / active EE | $47,000 | $5,042+832.1% | $3,705+1168.7% | $4,762+887.0% |
| Participant deferral / active EE | $10,000 | $4,093+144.3% | $3,500+185.8% | $5,983+67.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |