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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 | $44,175 | $165,399-73.3% | $149,745-70.5% | $158,982-72.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.73% | 348.34%-326.6pp | 276.72%-255.0pp | 302.99%-281.3pp |
| Employer contribution / active EE | $1,987 | $5,105-61.1% | $4,646-57.2% | $4,763-58.3% |
| Participant deferral / active EE | $1,736 | $7,183-75.8% | $6,843-74.6% | $5,983-71.0% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |