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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 | $69,404 | $183,988-62.3% | $162,177-57.2% | $152,897-54.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.46% | 150.79%-124.3pp | 115.60%-89.1pp | 345.43%-319.0pp |
| Employer contribution / active EE | $3,305 | $6,370-48.1% | $5,613-41.1% | $4,764-30.6% |
| Participant deferral / active EE | $2,113 | $8,032-73.7% | $7,297-71.0% | $5,851-63.9% |
| Admin fee / account holder | $151 | $13,123-98.8% | $10,843-98.6% | $11,599-98.7% |