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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 | $61,301 | $202,342-69.7% | $172,753-64.5% | $152,909-59.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.50% | 1029.88%-1012.4pp | 803.00%-785.5pp | 345.46%-328.0pp |
| Employer contribution / active EE | $1,316 | $5,857-77.5% | $5,144-74.4% | $4,764-72.4% |
| Participant deferral / active EE | $1,214 | $5,948-79.6% | $5,198-76.6% | $5,851-79.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |