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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,769-100.0% | $133,975-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 8.44% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.0pp |
| Employer contribution / active EE | $10,801 | $6,029+79.2% | $5,211+107.3% | $4,869+121.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |