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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 | $47,758 | $183,592-74.0% | $155,574-69.3% | $145,877-67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,482 | $5,317+21.9% | $4,676+38.6% | $4,663+39.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $174 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |