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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,125-100.0% | $86,233-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 21.09% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,401 | $2,841+19.7% | $2,504+35.8% | $4,156-18.2% |
| Participant deferral / active EE | $13,210 | $5,180+155.0% | $4,559+189.7% | $6,407+106.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |