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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 | $80,382 | $81,664-1.6% | $70,476+14.1% | $158,966-49.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.90% | 208.59%-198.7pp | 109.12%-99.2pp | 302.95%-293.1pp |
| Employer contribution / active EE | $7,298 | $3,219+126.7% | $2,738+166.5% | $4,762+53.2% |
| Participant deferral / active EE | $915 | $4,556-79.9% | $3,710-75.3% | $5,983-84.7% |
| Admin fee / account holder | $93 | $6,197-98.5% | $3,847-97.6% | $11,250-99.2% |