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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 | $175,331 | $202,342-13.3% | $172,753+1.5% | $152,909+14.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.95% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,631 | $5,948-72.6% | $5,198-68.6% | $5,851-72.1% |
| Admin fee / account holder | $94 | $17,112-99.5% | $13,956-99.3% | $11,601-99.2% |