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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 | $198,915 | $125,237+58.8% | $105,608+88.4% | $145,877+36.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.72% | 225.76%-207.0pp | 116.50%-97.8pp | 551.28%-532.6pp |
| Employer contribution / active EE | $3,456 | $3,720-7.1% | $3,167+9.1% | $4,663-25.9% |
| Participant deferral / active EE | $1,152 | $5,711-79.8% | $5,010-77.0% | $6,691-82.8% |
| Admin fee / account holder | $37 | $17,287-99.8% | $11,028-99.7% | $13,402-99.7% |