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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 | $65,331 | $165,399-60.5% | $149,745-56.4% | $158,982-58.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2601.50% | 348.34%+2253.2pp | 276.72%+2324.8pp | 302.99%+2298.5pp |
| Employer contribution / active EE | $3,951 | $5,105-22.6% | $4,646-15.0% | $4,763-17.1% |
| Participant deferral / active EE | $936 | $7,183-87.0% | $6,843-86.3% | $5,983-84.4% |
| Admin fee / account holder | $176 | $10,811-98.4% | $9,312-98.1% | $11,252-98.4% |