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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,623-100.0% | $135,974-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 19.68% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $5,500 | $5,246+4.8% | $4,859+13.2% | $4,754+15.7% |
| Participant deferral / active EE | $4,500 | $8,103-44.5% | $7,760-42.0% | $6,712-33.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |