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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 | $57,120 | $209,847-72.8% | $189,520-69.9% | $167,518-65.9% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 13.26% | 748.45%-735.2pp | 555.25%-542.0pp | 478.71%-465.4pp |
| Employer contribution / active EE | $11,884 | $6,913+71.9% | $6,161+92.9% | $4,838+145.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |