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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 | $83,667 | $202,345-58.7% | $172,755-51.6% | $152,885-45.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.75% | 1029.77%-1012.0pp | 802.94%-785.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,778 | $5,858-69.6% | $5,144-65.4% | $4,763-62.7% |
| Participant deferral / active EE | $1,778 | $5,948-70.1% | $5,198-65.8% | $5,851-69.6% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,598-99.9% |