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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 | $163,217 | $129,737+25.8% | $119,126+37.0% | $154,746+5.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.21% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,319 | $4,375-69.8% | $4,034-67.3% | $4,379-69.9% |
| Participant deferral / active EE | $823 | $5,842-85.9% | $5,318-84.5% | $6,730-87.8% |
| Admin fee / account holder | $4 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |