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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 | $145,600 | $209,422-30.5% | $178,503-18.4% | $158,982-8.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.19% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,240 | $5,707-78.3% | $5,011-75.3% | $4,763-74.0% |
| Participant deferral / active EE | $83 | $5,955-98.6% | $5,202-98.4% | $5,983-98.6% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |