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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 | $120,578 | $70,366+71.4% | $66,674+80.8% | $138,895-13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.68% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,856 | $2,765+39.5% | $2,620+47.2% | $4,194-8.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |