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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 | $51,688 | $175,231-70.5% | $149,696-65.5% | $139,466-62.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.09% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $6,876 | $5,478+25.5% | $4,821+42.6% | $4,754+44.6% |
| Participant deferral / active EE | $1,060 | $6,521-83.7% | $5,682-81.3% | $6,712-84.2% |
| Admin fee / account holder | $191 | $16,155-98.8% | $13,212-98.6% | $11,409-98.3% |