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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 | $71,598 | $160,028-55.3% | $147,080-51.3% | $145,884-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.96% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $5,950 | $5,286+12.6% | $4,933+20.6% | $4,662+27.6% |
| Participant deferral / active EE | $1,171 | $8,422-86.1% | $8,066-85.5% | $6,690-82.5% |
| Admin fee / account holder | $257 | $15,030-98.3% | $12,989-98.0% | $13,392-98.1% |