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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 | $69,204 | $217,432-68.2% | $185,849-62.8% | $167,536-58.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.23% | 148.42%-128.2pp | 122.10%-101.9pp | 478.82%-458.6pp |
| Employer contribution / active EE | $10,313 | $5,875+75.6% | $5,169+99.5% | $4,839+113.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $100 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |