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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 | $45,357 | $138,114-67.2% | $125,391-63.8% | $134,545-66.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | 66.91% | 750.88%-684.0pp | 572.41%-505.5pp | 418.37%-351.5pp |
| Employer contribution / active EE | $2,405 | $5,246-54.1% | $4,816-50.0% | $4,742-49.3% |
| Participant deferral / active EE | $2,536 | $7,801-67.5% | $7,448-66.0% | $6,401-60.4% |
| Admin fee / account holder | $168 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |