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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 | $41,234 | $202,342-79.6% | $172,752-76.1% | $152,897-73.0% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 21.61% | 1029.83%-1008.2pp | 802.97%-781.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $3,437 | $5,858-41.3% | $5,144-33.2% | $4,764-27.8% |
| Participant deferral / active EE | $1,333 | $5,948-77.6% | $5,198-74.3% | $5,851-77.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |