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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 | $51,584 | $208,088-75.2% | $186,193-72.3% | $154,746-66.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.67% | 89.97%-70.3pp | 78.03%-58.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,231 | $4,340-25.6% | $3,918-17.5% | $4,379-26.2% |
| Participant deferral / active EE | $12 | $7,078-99.8% | $6,513-99.8% | $6,730-99.8% |
| Admin fee / account holder | $18 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |