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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 | $159,978-55.2% | $147,041-51.3% | $145,978-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.96% | 98.36%-81.4pp | 419.21%-402.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $5,950 | $5,288+12.5% | $4,935+20.6% | $4,662+27.6% |
| Participant deferral / active EE | $1,171 | $8,429-86.1% | $8,071-85.5% | $6,690-82.5% |
| Admin fee / account holder | $257 | $15,053-98.3% | $13,006-98.0% | $13,400-98.1% |