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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 | $70,183 | $134,817-47.9% | $123,973-43.4% | $155,188-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.71% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $10,815 | $4,425+144.4% | $4,126+162.1% | $4,248+154.6% |
| Participant deferral / active EE | $1,576 | $5,706-72.4% | $5,247-70.0% | $6,531-75.9% |
| Admin fee / account holder | $152 | $13,245-98.8% | $11,799-98.7% | $14,480-98.9% |