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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 | $32,311 | $209,425-84.6% | $178,499-81.9% | $158,966-79.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.75% | 188.80%-181.0pp | 151.10%-143.4pp | 302.95%-295.2pp |
| Employer contribution / active EE | $2,211 | $5,707-61.3% | $5,011-55.9% | $4,762-53.6% |
| Participant deferral / active EE | $193 | $5,955-96.8% | $5,202-96.3% | $5,983-96.8% |
| Admin fee / account holder | $95 | $17,078-99.4% | $13,986-99.3% | $11,250-99.2% |