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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 | $171,019 | $202,342-15.5% | $172,752-1.0% | $152,897+11.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.11% | 1029.83%-1010.7pp | 802.97%-783.9pp | 345.43%-326.3pp |
| Employer contribution / active EE | $4,266 | $5,858-27.2% | $5,144-17.1% | $4,764-10.4% |
| Participant deferral / active EE | $773 | $5,948-87.0% | $5,198-85.1% | $5,851-86.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |