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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 | $65,331 | $165,351-60.5% | $149,710-56.4% | $158,931-58.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2601.50% | 348.19%+2253.3pp | 276.63%+2324.9pp | 302.86%+2298.6pp |
| Employer contribution / active EE | $3,951 | $5,103-22.6% | $4,645-14.9% | $4,761-17.0% |
| Participant deferral / active EE | $936 | $7,181-87.0% | $6,842-86.3% | $5,982-84.4% |
| Admin fee / account holder | $176 | $10,807-98.4% | $9,309-98.1% | $11,247-98.4% |