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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 | $35,376 | $135,645-73.9% | $110,243-67.9% | $135,380-73.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.62% | 513.24%-501.6pp | 314.76%-303.1pp | 519.81%-508.2pp |
| Employer contribution / active EE | $6,467 | $4,907+31.8% | $3,827+69.0% | $4,779+35.3% |
| Participant deferral / active EE | $1,331 | $5,507-75.8% | $4,672-71.5% | $5,609-76.3% |
| Admin fee / account holder | $233 | $11,458-98.0% | $8,548-97.3% | $10,828-97.8% |