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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 | $65,802 | $160,040-58.9% | $147,096-55.3% | $145,877-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,038 | $5,289-80.4% | $4,936-79.0% | $4,663-77.7% |
| Participant deferral / active EE | $774 | $8,429-90.8% | $8,071-90.4% | $6,691-88.4% |
| Admin fee / account holder | $111 | $15,050-99.3% | $13,005-99.1% | $13,402-99.2% |