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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 | $53,860 | $211,239-74.5% | $178,528-69.8% | $145,877-63.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.53% | 30.22%-8.7pp | 27.11%-5.6pp | 551.28%-529.8pp |
| Employer contribution / active EE | $4,884 | $4,570+6.9% | $3,950+23.6% | $4,663+4.7% |
| Participant deferral / active EE | $650 | $6,963-90.7% | $6,278-89.6% | $6,691-90.3% |
| Admin fee / account holder | $13 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |