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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 | $33,940 | $150,447-77.4% | $136,298-75.1% | $147,586-77.0% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 12.46% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,161 | $5,256-77.9% | $4,696-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $1,518 | $6,631-77.1% | $6,247-75.7% | $5,439-72.1% |
| Admin fee / account holder | $44 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |