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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 | $36,247 | $198,457-81.7% | $170,435-78.7% | $147,586-75.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.30% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $7,584 | $6,183+22.7% | $5,432+39.6% | $4,876+55.5% |
| Participant deferral / active EE | $841 | $5,629-85.1% | $4,939-83.0% | $5,439-84.5% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |