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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 | $73,781 | $202,342-63.5% | $172,753-57.3% | $152,909-51.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 19.14% | 1029.88%-1010.7pp | 803.00%-783.9pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $36 | $5,948-99.4% | $5,198-99.3% | $5,851-99.4% |
| Admin fee / account holder | $104 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |