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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 | $227,127 | $159,978+42.0% | $147,041+54.5% | $145,978+55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 50.27% | 98.36%-48.1pp | 419.21%-368.9pp | 550.52%-500.2pp |
| Employer contribution / active EE | $48,061 | $5,288+808.8% | $4,935+873.9% | $4,662+930.9% |
| Participant deferral / active EE | $350 | $8,429-95.8% | $8,071-95.7% | $6,690-94.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |