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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 | $28,628 | $148,623-80.7% | $135,974-78.9% | $139,466-79.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.53% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.1pp |
| Employer contribution / active EE | $6,177 | $5,246+17.7% | $4,859+27.1% | $4,754+29.9% |
| Participant deferral / active EE | $1,618 | $8,103-80.0% | $7,760-79.2% | $6,712-75.9% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |