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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 | $36,864 | $209,847-82.4% | $189,520-80.5% | $167,518-78.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.37% | 748.45%-734.1pp | 555.25%-540.9pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,700 | $6,913-75.4% | $6,161-72.4% | $4,838-64.9% |
| Participant deferral / active EE | $3,381 | $8,934-62.2% | $8,220-58.9% | $6,342-46.7% |
| Admin fee / account holder | $236 | $14,295-98.3% | $12,046-98.0% | $12,312-98.1% |