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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 | $88,881 | $159,978-44.4% | $147,041-39.6% | $145,978-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.38% | 98.36%-74.0pp | 419.21%-394.8pp | 550.52%-526.1pp |
| Employer contribution / active EE | $4,930 | $5,288-6.8% | $4,935-0.1% | $4,662+5.7% |
| Participant deferral / active EE | $1,866 | $8,429-77.9% | $8,071-76.9% | $6,690-72.1% |
| Admin fee / account holder | $224 | $15,053-98.5% | $13,006-98.3% | $13,400-98.3% |