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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 | $31,533 | $134,817-76.6% | $123,973-74.6% | $155,188-79.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.57% | 515.49%-499.9pp | 388.13%-372.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $4,969 | $4,425+12.3% | $4,126+20.4% | $4,248+17.0% |
| Participant deferral / active EE | $802 | $5,706-85.9% | $5,247-84.7% | $6,531-87.7% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |