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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 | $52,134 | $198,457-73.7% | $170,435-69.4% | $147,586-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 119.23% | 257.30%-138.1pp | 205.94%-86.7pp | 578.59%-459.4pp |
| Employer contribution / active EE | $1,422 | $6,183-77.0% | $5,432-73.8% | $4,876-70.8% |
| Participant deferral / active EE | $723 | $5,629-87.2% | $4,939-85.4% | $5,439-86.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |