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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 | $49,124 | $150,447-67.3% | $136,298-64.0% | $147,586-66.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.69% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,662 | $5,256-68.4% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $1,953 | $6,631-70.5% | $6,247-68.7% | $5,439-64.1% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |