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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 | $108,911-77.2% | $100,392-75.3% | $145,884-83.0% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 806.00% | 58.23%+747.8pp | 49.45%+756.5pp | 551.85%+254.1pp |
| Employer contribution / active EE | $5,847 | $4,420+32.3% | $3,941+48.3% | $4,662+25.4% |
| Participant deferral / active EE | $118 | $8,459-98.6% | $8,090-98.5% | $6,690-98.2% |
| Admin fee / account holder | $172 | $9,698-98.2% | $7,904-97.8% | $13,392-98.7% |