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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 | $41,796 | $171,867-75.7% | $149,721-72.1% | $147,586-71.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.39% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,935 | $6,275-69.2% | $5,444-64.5% | $4,876-60.3% |
| Participant deferral / active EE | $2,524 | $7,270-65.3% | $6,568-61.6% | $5,439-53.6% |
| Admin fee / account holder | $9 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |