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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 | $48,125 | $196,972-75.6% | $182,262-73.6% | $198,609-75.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.98% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,751 | $5,364-67.4% | $5,046-65.3% | $5,055-65.4% |
| Participant deferral / active EE | $3,638 | $8,643-57.9% | $8,276-56.0% | $6,977-47.9% |
| Admin fee / account holder | $5 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |