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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 | $74,058 | $183,539-59.6% | $155,556-52.4% | $145,897-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,100 | $5,315-79.3% | $4,675-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,100 | $6,467-83.0% | $5,631-80.5% | $6,689-83.6% |
| Admin fee / account holder | $82 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |