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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 | $47,425 | $175,259-72.9% | $149,723-68.3% | $139,487-66.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.88% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $4,378 | $5,478-20.1% | $4,821-9.2% | $4,755-7.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $238 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |