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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 | $174,338 | $78,423+122.3% | $95,964+81.7% | $79,856+118.3% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 570.95% | 19.37%+551.6pp | 91.64%+479.3pp | 31.71%+539.2pp |
| Employer contribution / active EE | $17,864 | $1,945+818.3% | $2,541+602.9% | $2,471+622.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |