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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 | $41,267 | $209,422-80.3% | $178,503-76.9% | $158,982-74.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.21% | 188.81%-179.6pp | 151.12%-141.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,603 | $5,707-71.9% | $5,011-68.0% | $4,763-66.3% |
| Participant deferral / active EE | $1,387 | $5,955-76.7% | $5,202-73.3% | $5,983-76.8% |
| Admin fee / account holder | $249 | $17,079-98.5% | $13,987-98.2% | $11,252-97.8% |