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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 | $57,203 | $185,312-69.1% | $161,489-64.6% | $154,746-63.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 41.03% | 103.84%-62.8pp | 89.72%-48.7pp | 172.34%-131.3pp |
| Employer contribution / active EE | $7,231 | $4,769+51.6% | $4,268+69.4% | $4,379+65.1% |
| Participant deferral / active EE | $1,374 | $6,350-78.4% | $5,630-75.6% | $6,730-79.6% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |