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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 | $16,945 | $183,516-90.8% | $155,534-89.1% | $145,884-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,454 | $5,315-72.6% | $4,675-68.9% | $4,662-68.8% |
| Participant deferral / active EE | $1,454 | $6,467-77.5% | $5,630-74.2% | $6,690-78.3% |
| Admin fee / account holder | $150 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |