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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 | $29,026 | $150,446-80.7% | $136,297-78.7% | $147,585-80.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 13.79% | 1049.14%-1035.4pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $1,462 | $5,256-72.2% | $4,696-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $1,810 | $6,631-72.7% | $6,247-71.0% | $5,439-66.7% |
| Admin fee / account holder | $219 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |