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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 | $210,396 | $202,345+4.0% | $172,755+21.8% | $152,885+37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.04% | 1029.77%-1003.7pp | 802.94%-776.9pp | 345.39%-319.4pp |
| Employer contribution / active EE | $12,858 | $5,858+119.5% | $5,144+150.0% | $4,763+170.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |