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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 | $122,824 | $202,342-39.3% | $172,753-28.9% | $152,909-19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.67% | 1029.88%-1016.2pp | 803.00%-789.3pp | 345.46%-331.8pp |
| Employer contribution / active EE | $1,488 | $5,857-74.6% | $5,144-71.1% | $4,764-68.8% |
| Participant deferral / active EE | $1,175 | $5,948-80.2% | $5,198-77.4% | $5,851-79.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |