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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 | $31,606 | $176,077-82.1% | $159,455-80.2% | $167,518-81.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 331.83%-317.5pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $6,050 | $5,298+14.2% | $4,830+25.3% | $4,838+25.0% |
| Participant deferral / active EE | $1,814 | $7,751-76.6% | $7,353-75.3% | $6,342-71.4% |
| Admin fee / account holder | $176 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |