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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 | $119,308 | $202,342-41.0% | $172,753-30.9% | $152,909-22.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 21.85% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,113 | $5,857-46.9% | $5,144-39.5% | $4,764-34.7% |
| Participant deferral / active EE | $80 | $5,948-98.7% | $5,198-98.5% | $5,851-98.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |