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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 | $51,885 | $97,289-46.7% | $92,805-44.1% | $155,188-66.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 91.96% | 29.03%+62.9pp | 31.59%+60.4pp | 148.84%-56.9pp |
| Employer contribution / active EE | $707 | $3,632-80.5% | $3,424-79.4% | $4,248-83.4% |
| Participant deferral / active EE | $802 | $8,795-90.9% | $8,448-90.5% | $6,531-87.7% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |