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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 | $50,746 | $202,345-74.9% | $172,755-70.6% | $152,885-66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.63% | 1029.77%-1007.1pp | 802.94%-780.3pp | 345.39%-322.8pp |
| Employer contribution / active EE | $6,090 | $5,858+4.0% | $5,144+18.4% | $4,763+27.9% |
| Participant deferral / active EE | $670 | $5,948-88.7% | $5,198-87.1% | $5,851-88.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |