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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 | $37,176 | $183,592-79.8% | $155,574-76.1% | $145,877-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $6,783 | $5,317+27.6% | $4,676+45.1% | $4,663+45.5% |
| Participant deferral / active EE | $1,324 | $6,466-79.5% | $5,629-76.5% | $6,691-80.2% |
| Admin fee / account holder | $19 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |