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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,638-100.0% | $68,368-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 20.90% | 37.53%-16.6pp | 292.57%-271.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,469 | $2,047+20.6% | $2,649-6.8% | $2,551-3.2% |
| Participant deferral / active EE | $1,556 | $2,914-46.6% | $4,123-62.3% | $4,139-62.4% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |