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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 | $22,033 | $175,259-87.4% | $149,723-85.3% | $139,487-84.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 241.59% | 166.82%+74.8pp | 134.50%+107.1pp | 373.84%-132.3pp |
| Employer contribution / active EE | $17,110 | $5,478+212.3% | $4,821+254.9% | $4,755+259.9% |
| Participant deferral / active EE | $1,543 | $6,522-76.3% | $5,682-72.8% | $6,713-77.0% |
| Admin fee / account holder | $14 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |