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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 | $19,876 | $160,070-87.6% | $147,117-86.5% | $145,897-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.85% | 98.69%-80.8pp | 420.54%-402.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,728 | $5,285-29.4% | $4,932-24.4% | $4,663-20.0% |
| Participant deferral / active EE | $2,156 | $8,419-74.4% | $8,065-73.3% | $6,689-67.8% |
| Admin fee / account holder | $94 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |