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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,259-100.0% | $184,200-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 12.33% | 28.98%-16.6pp | 28.80%-16.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $12,500 | $7,018+78.1% | $6,424+94.6% | $4,661+168.2% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |