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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,810-100.0% | $101,271-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 8.97% | 56.15%-47.2pp | 46.48%-37.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $5,968 | $4,175+42.9% | $3,660+63.1% | $4,762+25.3% |
| Participant deferral / active EE | $8,665 | $4,958+74.8% | $4,371+98.2% | $5,983+44.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |