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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 | $60,699 | $185,312-67.2% | $161,489-62.4% | $154,746-60.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.71% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,359 | $4,769-71.5% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $1,413 | $6,350-77.7% | $5,630-74.9% | $6,730-79.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |