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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 | $181,377 | $138,114+31.3% | $125,391+44.6% | $134,545+34.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 1039.26% | 750.88%+288.4pp | 572.41%+466.8pp | 418.37%+620.9pp |
| Employer contribution / active EE | $2,194 | $5,246-58.2% | $4,816-54.4% | $4,742-53.7% |
| Participant deferral / active EE | $500 | $7,801-93.6% | $7,448-93.3% | $6,401-92.2% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |