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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 | $85,225 | $160,059-46.8% | $140,019-39.1% | $135,379-37.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.07% | 911.44%-906.4pp | 651.15%-646.1pp | 519.79%-514.7pp |
| Employer contribution / active EE | $2,853 | $6,420-55.6% | $5,605-49.1% | $4,779-40.3% |
| Participant deferral / active EE | $1,902 | $7,641-75.1% | $6,927-72.5% | $5,609-66.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |