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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 | $75,380 | $150,442-49.9% | $136,295-44.7% | $147,585-48.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.29% | 1049.09%-1028.8pp | 5155.97%-5135.7pp | 578.56%-558.3pp |
| Employer contribution / active EE | $2,202 | $5,256-58.1% | $4,695-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $1,125 | $6,630-83.0% | $6,247-82.0% | $5,439-79.3% |
| Admin fee / account holder | $270 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |