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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 | $20,544 | $148,623-86.2% | $135,974-84.9% | $139,466-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.81% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $5,151 | $5,246-1.8% | $4,859+6.0% | $4,754+8.4% |
| Participant deferral / active EE | $1,611 | $8,103-80.1% | $7,760-79.2% | $6,712-76.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |