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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 | $216,239 | $202,342+6.9% | $172,753+25.2% | $152,909+41.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.22% | 1029.88%-1005.7pp | 803.00%-778.8pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,694 | $5,857-71.1% | $5,144-67.1% | $4,764-64.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |