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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 | $58,224 | $150,447-61.3% | $136,298-57.3% | $147,586-60.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.91% | 1049.15%-1026.2pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,471 | $5,256-72.0% | $4,696-68.7% | $4,876-69.8% |
| Participant deferral / active EE | $1,471 | $6,631-77.8% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | $233 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |