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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 | $38,434 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 436.12% | 74.59%+361.5pp | 66.58%+369.5pp | 220.34%+215.8pp |
| Employer contribution / active EE | $1,268 | $4,804-73.6% | $4,554-72.2% | $4,156-69.5% |
| Participant deferral / active EE | $968 | $8,216-88.2% | $7,897-87.7% | $6,407-84.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |