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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 | $75,770 | $209,847-63.9% | $189,520-60.0% | $167,518-54.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 748.45%-734.6pp | 555.25%-541.4pp | 478.71%-464.9pp |
| Employer contribution / active EE | $4,580 | $6,913-33.7% | $6,161-25.7% | $4,838-5.3% |
| Participant deferral / active EE | $3,304 | $8,934-63.0% | $8,220-59.8% | $6,342-47.9% |
| Admin fee / account holder | $132 | $14,295-99.1% | $12,046-98.9% | $12,312-98.9% |