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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 | $125,193+58.9% | $105,591+88.4% | $145,978+36.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.72% | 225.53%-206.8pp | 116.43%-97.7pp | 550.52%-531.8pp |
| Employer contribution / active EE | $3,456 | $3,718-7.1% | $3,166+9.2% | $4,662-25.9% |
| Participant deferral / active EE | $1,152 | $5,708-79.8% | $5,008-77.0% | $6,690-82.8% |
| Admin fee / account holder | $37 | $17,277-99.8% | $11,024-99.7% | $13,400-99.7% |