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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,105-100.0% | $178,449-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 13.33% | 30.19%-16.9pp | 27.09%-13.8pp | 550.52%-537.2pp |
| Employer contribution / active EE | $23,000 | $4,569+403.4% | $3,951+482.2% | $4,662+393.4% |
| Participant deferral / active EE | $43,500 | $6,959+525.1% | $6,277+593.1% | $6,690+550.3% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |