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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 | $156,291 | $152,619+2.4% | $125,195+24.8% | $152,909+2.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3737.91% | 54.85%+3683.1pp | 43.79%+3694.1pp | 345.46%+3392.4pp |
| Employer contribution / active EE | $1,218 | $4,947-75.4% | $3,866-68.5% | $4,764-74.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |