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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 | $61,754 | $165,399-62.7% | $149,745-58.8% | $158,982-61.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.23% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,676 | $5,105-67.2% | $4,646-63.9% | $4,763-64.8% |
| Participant deferral / active EE | $885 | $7,183-87.7% | $6,843-87.1% | $5,983-85.2% |
| Admin fee / account holder | $47 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |