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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 | $75,687 | $135,645-44.2% | $110,243-31.3% | $135,380-44.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.09% | 513.24%-507.1pp | 314.76%-308.7pp | 519.81%-513.7pp |
| Employer contribution / active EE | $3,125 | $4,907-36.3% | $3,827-18.3% | $4,779-34.6% |
| Participant deferral / active EE | $795 | $5,507-85.6% | $4,672-83.0% | $5,609-85.8% |
| Admin fee / account holder | $48 | $11,458-99.6% | $8,548-99.4% | $10,828-99.6% |