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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 | $119,222 | $148,558-19.7% | $135,925-12.3% | $139,427-14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4180.73% | 79.22%+4101.5pp | 68.25%+4112.5pp | 373.27%+3807.5pp |
| Employer contribution / active EE | $3,269 | $5,244-37.7% | $4,857-32.7% | $4,752-31.2% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |