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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 | $88,670 | $202,342-56.2% | $172,752-48.7% | $152,897-42.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 15.42% | 1029.83%-1014.4pp | 802.97%-787.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $8,738 | $5,858+49.2% | $5,144+69.9% | $4,764+83.4% |
| Participant deferral / active EE | $1,263 | $5,948-78.8% | $5,198-75.7% | $5,851-78.4% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |