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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 | $56,912 | $202,342-71.9% | $172,753-67.1% | $152,909-62.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 18.41% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,572 | $5,857-73.2% | $5,144-69.4% | $4,764-67.0% |
| Participant deferral / active EE | $2,010 | $5,948-66.2% | $5,198-61.3% | $5,851-65.7% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |