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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 | $69,040 | $185,883-62.9% | $170,043-59.4% | $139,466-50.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 362.75% | 60.54%+302.2pp | 53.40%+309.4pp | 373.66%-10.9pp |
| Employer contribution / active EE | $3,551 | $7,596-53.3% | $6,790-47.7% | $4,754-25.3% |
| Participant deferral / active EE | $1,051 | $11,626-91.0% | $10,410-89.9% | $6,712-84.3% |
| Admin fee / account holder | $61 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |