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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 | $43,283 | $175,259-75.3% | $149,723-71.1% | $139,487-69.0% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 22.34% | 166.82%-144.5pp | 134.50%-112.2pp | 373.84%-351.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $951 | $6,522-85.4% | $5,682-83.3% | $6,713-85.8% |
| Admin fee / account holder | $278 | $16,158-98.3% | $13,215-97.9% | $11,407-97.6% |