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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 | $57,227 | $202,342-71.7% | $172,752-66.9% | $152,897-62.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.22% | 1029.83%-1005.6pp | 802.97%-778.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,494 | $5,858-57.4% | $5,144-51.5% | $4,764-47.6% |
| Participant deferral / active EE | $582 | $5,948-90.2% | $5,198-88.8% | $5,851-90.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |