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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 | $38,130 | $196,972-80.6% | $182,262-79.1% | $198,609-80.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.25% | 158.27%-135.0pp | 140.60%-117.3pp | 202.70%-179.4pp |
| Employer contribution / active EE | $3,058 | $5,364-43.0% | $5,046-39.4% | $5,055-39.5% |
| Participant deferral / active EE | $3,670 | $8,643-57.5% | $8,276-55.7% | $6,977-47.4% |
| Admin fee / account holder | $78 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |