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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 | $42,901 | $176,105-75.6% | $159,474-73.1% | $167,536-74.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.34% | 331.91%-310.6pp | 263.68%-242.3pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,031 | $5,299-80.5% | $4,831-78.7% | $4,839-78.7% |
| Participant deferral / active EE | $1,031 | $7,751-86.7% | $7,353-86.0% | $6,342-83.7% |
| Admin fee / account holder | $250 | $12,559-98.0% | $10,802-97.7% | $12,315-98.0% |