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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 | $42,935 | $160,028-73.2% | $147,080-70.8% | $145,884-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.58% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,021 | $5,286-23.9% | $4,933-18.5% | $4,662-13.8% |
| Participant deferral / active EE | $2,145 | $8,422-74.5% | $8,066-73.4% | $6,690-67.9% |
| Admin fee / account holder | $233 | $15,030-98.4% | $12,989-98.2% | $13,392-98.3% |