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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 | $61,675 | $197,637-68.8% | $177,848-65.3% | $158,982-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.84% | 58.77%-45.9pp | 48.33%-35.5pp | 302.99%-290.1pp |
| Employer contribution / active EE | $7,978 | $6,698+19.1% | $5,919+34.8% | $4,763+67.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $145 | $15,406-99.1% | $12,431-98.8% | $11,252-98.7% |