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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,638 | $183,988-77.4% | $162,177-74.3% | $152,897-72.8% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.5%+10.4pp |
| Annual return | 19.59% | 150.79%-131.2pp | 115.60%-96.0pp | 345.43%-325.8pp |
| Employer contribution / active EE | $9,275 | $6,370+45.6% | $5,613+65.2% | $4,764+94.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |