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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 | $19,793 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.71% | 166.77%-152.1pp | 134.46%-119.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,080 | $5,478-43.8% | $4,821-36.1% | $4,754-35.2% |
| Participant deferral / active EE | $597 | $6,521-90.8% | $5,682-89.5% | $6,712-91.1% |
| Admin fee / account holder | $283 | $16,155-98.2% | $13,212-97.9% | $11,409-97.5% |