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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 | $64,318 | $100,938-36.3% | $90,461-28.9% | $158,982-59.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 18.95% | 1727.20%-1708.3pp | 1294.76%-1275.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $3,869 | $3,691+4.8% | $3,264+18.5% | $4,763-18.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $258 | $6,510-96.0% | $5,617-95.4% | $11,252-97.7% |