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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 | $35,313 | $202,326-82.5% | $172,745-79.6% | $152,870-76.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.64% | 1029.72%-1009.1pp | 802.90%-782.3pp | 345.34%-324.7pp |
| Employer contribution / active EE | $2,615 | $5,858-55.4% | $5,144-49.2% | $4,763-45.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |