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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 | $126,665 | $165,399-23.4% | $149,745-15.4% | $158,982-20.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.88% | 348.34%-325.5pp | 276.72%-253.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $5,061 | $5,105-0.9% | $4,646+8.9% | $4,763+6.3% |
| Participant deferral / active EE | $1,733 | $7,183-75.9% | $6,843-74.7% | $5,983-71.0% |
| Admin fee / account holder | $121 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |