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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 | $76,818 | $217,432-64.7% | $185,849-58.7% | $167,536-54.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.10% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $1,585 | $5,875-73.0% | $5,169-69.3% | $4,839-67.2% |
| Participant deferral / active EE | $2,014 | $6,357-68.3% | $5,569-63.8% | $6,342-68.2% |
| Admin fee / account holder | $5 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |