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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 | $161,585 | $217,432-25.7% | $185,851-13.1% | $167,553-3.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 37.30% | 148.43%-111.1pp | 122.11%-84.8pp | 478.89%-441.6pp |
| Employer contribution / active EE | $1,868 | $5,874-68.2% | $5,168-63.9% | $4,840-61.4% |
| Participant deferral / active EE | $1,200 | $6,357-81.1% | $5,569-78.4% | $6,343-81.1% |
| Admin fee / account holder | $211 | $19,820-98.9% | $16,245-98.7% | $12,316-98.3% |