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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 | $114,287 | $217,432-47.4% | $185,849-38.5% | $167,536-31.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 318.55% | 148.42%+170.1pp | 122.10%+196.4pp | 478.82%-160.3pp |
| Employer contribution / active EE | $3,055 | $5,875-48.0% | $5,169-40.9% | $4,839-36.9% |
| Participant deferral / active EE | $383 | $6,357-94.0% | $5,569-93.1% | $6,342-94.0% |
| Admin fee / account holder | $211 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |