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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 | $67,584 | $63,346+6.7% | $92,240-26.7% | $70,126-3.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.66% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $5,709 | $2,471+131.0% | $3,680+55.1% | $2,343+143.7% |
| Participant deferral / active EE | $1,052 | $2,854-63.1% | $3,897-73.0% | $3,332-68.4% |
| Admin fee / account holder | $197 | $3,841-94.9% | $5,194-96.2% | $4,645-95.7% |