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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 | $116,269 | $217,432-46.5% | $185,849-37.4% | $167,536-30.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 107.83% | 148.42%-40.6pp | 122.10%-14.3pp | 478.82%-371.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,080 | $6,357-83.0% | $5,569-80.6% | $6,342-83.0% |
| Admin fee / account holder | $210 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |