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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 | $24,758 | $183,516-86.5% | $155,534-84.1% | $145,884-83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 636.73% | 61.43%+575.3pp | 64.92%+571.8pp | 551.85%+84.9pp |
| Employer contribution / active EE | $1,324 | $5,315-75.1% | $4,675-71.7% | $4,662-71.6% |
| Participant deferral / active EE | $1,783 | $6,467-72.4% | $5,630-68.3% | $6,690-73.3% |
| Admin fee / account holder | $184 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |