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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 | $41,117 | $217,432-81.1% | $185,851-77.9% | $167,553-75.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.51% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $2,764 | $5,874-53.0% | $5,168-46.5% | $4,840-42.9% |
| Participant deferral / active EE | $1,250 | $6,357-80.3% | $5,569-77.6% | $6,343-80.3% |
| Admin fee / account holder | $5 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |