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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 | $61,405 | $183,539-66.5% | $155,556-60.5% | $145,897-57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,200 | $5,315-77.4% | $4,675-74.3% | $4,663-74.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $66 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |