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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 | $127,552 | $184,000-30.7% | $162,185-21.4% | $152,909-16.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 23.54% | 150.80%-127.3pp | 115.61%-92.1pp | 345.46%-321.9pp |
| Employer contribution / active EE | $15,625 | $6,370+145.3% | $5,613+178.4% | $4,764+228.0% |
| Participant deferral / active EE | $1,150 | $8,033-85.7% | $7,297-84.2% | $5,851-80.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |