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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 | $28,684 | $183,592-84.4% | $155,574-81.6% | $145,877-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $9,175 | $5,317+72.6% | $4,676+96.2% | $4,663+96.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $271 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |