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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 | $177,833 | $209,888-15.3% | $189,545-6.2% | $167,553+6.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 748.66%-735.2pp | 555.36%-541.9pp | 478.89%-465.4pp |
| Employer contribution / active EE | $8,571 | $6,915+23.9% | $6,162+39.1% | $4,840+77.1% |
| Participant deferral / active EE | $2,114 | $8,934-76.3% | $8,220-74.3% | $6,343-66.7% |
| Admin fee / account holder | $6 | $14,300-100.0% | $12,049-99.9% | $12,316-99.9% |