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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 | $23,978 | $165,399-85.5% | $149,745-84.0% | $158,982-84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.81% | 348.34%-310.5pp | 276.72%-238.9pp | 302.99%-265.2pp |
| Employer contribution / active EE | $9,565 | $5,105+87.4% | $4,646+105.9% | $4,763+100.8% |
| Participant deferral / active EE | $1,568 | $7,183-78.2% | $6,843-77.1% | $5,983-73.8% |
| Admin fee / account holder | $102 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |