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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 | $34,987 | $202,342-82.7% | $172,752-79.7% | $152,897-77.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.33% | 1029.83%-1009.5pp | 802.97%-782.6pp | 345.43%-325.1pp |
| Employer contribution / active EE | $5,161 | $5,858-11.9% | $5,144+0.3% | $4,764+8.3% |
| Participant deferral / active EE | $1,440 | $5,948-75.8% | $5,198-72.3% | $5,851-75.4% |
| Admin fee / account holder | $279 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |