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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 | $150,079 | $160,059-6.2% | $140,019+7.2% | $135,380+10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.10% | 911.48%-910.4pp | 651.17%-650.1pp | 519.81%-518.7pp |
| Employer contribution / active EE | $6,390 | $6,420-0.5% | $5,605+14.0% | $4,779+33.7% |
| Participant deferral / active EE | $1,309 | $7,641-82.9% | $6,927-81.1% | $5,609-76.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |