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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 | $213,252 | $107,363+98.6% | $92,909+129.5% | $152,897+39.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 205.38% | 145.63%+59.8pp | 109.44%+95.9pp | 345.43%-140.0pp |
| Employer contribution / active EE | $798 | $4,222-81.1% | $3,653-78.2% | $4,764-83.2% |
| Participant deferral / active EE | $798 | $4,848-83.5% | $4,238-81.2% | $5,851-86.4% |
| Admin fee / account holder | $157 | $7,082-97.8% | $5,795-97.3% | $11,599-98.7% |