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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 | $88,213 | $138,114-36.1% | $125,391-29.6% | $134,545-34.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,331 | $5,246-74.6% | $4,816-72.4% | $4,742-71.9% |
| Participant deferral / active EE | $1,331 | $7,801-82.9% | $7,448-82.1% | $6,401-79.2% |
| Admin fee / account holder | $65 | $11,570-99.4% | $10,009-99.4% | $11,431-99.4% |