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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 | $46,029 | $227,399-79.8% | $189,758-75.7% | $198,609-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.22% | 61.03%-50.8pp | 52.62%-42.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $7,447 | $5,526+34.8% | $4,767+56.2% | $5,055+47.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $289 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |