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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 | $64,359 | $160,040-59.8% | $147,096-56.2% | $145,877-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.35% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,400 | $8,429-71.5% | $8,071-70.3% | $6,691-64.1% |
| Admin fee / account holder | $226 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |