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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 | $23,164 | $165,399-86.0% | $149,745-84.5% | $158,982-85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 256.57% | 348.34%-91.8pp | 276.72%-20.1pp | 302.99%-46.4pp |
| Employer contribution / active EE | $4,964 | $5,105-2.7% | $4,646+6.9% | $4,763+4.2% |
| Participant deferral / active EE | $914 | $7,183-87.3% | $6,843-86.6% | $5,983-84.7% |
| Admin fee / account holder | $75 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |