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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 | $113,791 | $97,732+16.4% | $83,831+35.7% | $135,380-15.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.43% | 1287.56%-1277.1pp | 850.99%-840.6pp | 519.81%-509.4pp |
| Employer contribution / active EE | $1,710 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $895 | $4,683-80.9% | $4,082-78.1% | $5,609-84.0% |
| Admin fee / account holder | $50 | $6,675-99.3% | $5,479-99.1% | $10,828-99.5% |