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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,259-100.0% | $149,723-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 33.58% | 166.82%-133.2pp | 134.50%-100.9pp | 373.84%-340.3pp |
| Employer contribution / active EE | $9,500 | $5,478+73.4% | $4,821+97.0% | $4,755+99.8% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |