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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 | $32,105 | $124,330-74.2% | $109,173-70.6% | $167,536-80.8% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 480.45% | 26.04%+454.4pp | 25.75%+454.7pp | 478.82%+1.6pp |
| Employer contribution / active EE | $9,174 | $4,209+118.0% | $3,723+146.4% | $4,839+89.6% |
| Participant deferral / active EE | $658 | $5,256-87.5% | $4,654-85.9% | $6,342-89.6% |
| Admin fee / account holder | $86 | $7,974-98.9% | $6,755-98.7% | $12,315-99.3% |