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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 | $102,808 | $202,342-49.2% | $172,753-40.5% | $152,909-32.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.85% | 1029.88%-1015.0pp | 803.00%-788.2pp | 345.46%-330.6pp |
| Employer contribution / active EE | $7,604 | $5,857+29.8% | $5,144+47.8% | $4,764+59.6% |
| Participant deferral / active EE | $1,090 | $5,948-81.7% | $5,198-79.0% | $5,851-81.4% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |