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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 | $20,290 | $183,592-88.9% | $155,574-87.0% | $145,877-86.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 251.54% | 61.37%+190.2pp | 64.87%+186.7pp | 551.28%-299.7pp |
| Employer contribution / active EE | $2,727 | $5,317-48.7% | $4,676-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $262 | $6,466-95.9% | $5,629-95.3% | $6,691-96.1% |
| Admin fee / account holder | $143 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |