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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 | $47,926 | $175,257-72.7% | $149,717-68.0% | $139,456-65.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.05% | 166.70%-142.7pp | 134.41%-110.4pp | 373.45%-349.4pp |
| Employer contribution / active EE | $1,214 | $5,477-77.8% | $4,820-74.8% | $4,753-74.5% |
| Participant deferral / active EE | $1,830 | $6,521-71.9% | $5,682-67.8% | $6,711-72.7% |
| Admin fee / account holder | $45 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |