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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 | $65,590 | $171,867-61.8% | $149,721-56.2% | $147,586-55.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.04% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,194 | $6,275-33.2% | $5,444-23.0% | $4,876-14.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $195 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |