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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,276-100.0% | $155,574-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 16.07% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $10,541 | $3,103+239.7% | $4,676+125.4% | $2,756+282.5% |
| Participant deferral / active EE | $4,450 | $3,453+28.9% | $5,629-20.9% | $4,299+3.5% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |