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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 | $173,784 | $176,077-1.3% | $159,455+9.0% | $167,518+3.7% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 14.41% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $13,499 | $5,298+154.8% | $4,830+179.5% | $4,838+179.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $129 | $12,556-99.0% | $10,800-98.8% | $12,312-98.9% |