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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 | $65,842 | $202,342-67.5% | $172,753-61.9% | $152,909-56.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 17.41% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $4,626 | $5,857-21.0% | $5,144-10.1% | $4,764-2.9% |
| Participant deferral / active EE | $2,000 | $5,948-66.4% | $5,198-61.5% | $5,851-65.8% |
| Admin fee / account holder | $6 | $17,112-100.0% | $13,956-100.0% | $11,601-99.9% |