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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 | $152,324 | $209,874-27.4% | $189,537-19.6% | $167,536-9.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.11% | 748.61%-730.5pp | 555.34%-537.2pp | 478.82%-460.7pp |
| Employer contribution / active EE | $4,730 | $6,913-31.6% | $6,161-23.2% | $4,839-2.3% |
| Participant deferral / active EE | $3,093 | $8,934-65.4% | $8,220-62.4% | $6,342-51.2% |
| Admin fee / account holder | $126 | $14,299-99.1% | $12,048-99.0% | $12,315-99.0% |