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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 | $24,816 | $108,912-77.2% | $100,383-75.3% | $145,959-83.0% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 806.00% | 57.96%+748.0pp | 49.26%+756.7pp | 561.95%+244.0pp |
| Employer contribution / active EE | $5,847 | $4,423+32.2% | $3,944+48.3% | $4,661+25.4% |
| Participant deferral / active EE | $118 | $8,451-98.6% | $8,086-98.5% | $6,689-98.2% |
| Admin fee / account holder | $172 | $9,690-98.2% | $7,900-97.8% | $13,398-98.7% |