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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 | $71,171 | $209,428-66.0% | $178,498-60.1% | $158,950-55.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.21% | 188.78%-179.6pp | 151.09%-141.9pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,565 | $5,707-72.6% | $5,011-68.8% | $4,762-67.1% |
| Participant deferral / active EE | $1,626 | $5,955-72.7% | $5,202-68.8% | $5,983-72.8% |
| Admin fee / account holder | $126 | $17,077-99.3% | $13,985-99.1% | $11,248-98.9% |