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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 | $79,752 | $88,815-10.2% | $81,882-2.6% | $145,897-45.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.63% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,320 | $3,086+7.6% | $2,916+13.8% | $4,663-28.8% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $42 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |