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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 | $45,515 | $202,440-77.5% | $169,390-73.1% | $139,466-67.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 532.36%-512.3pp | 406.07%-386.0pp | 373.66%-353.6pp |
| Employer contribution / active EE | $4,138 | $4,693-11.8% | $4,013+3.1% | $4,754-12.9% |
| Participant deferral / active EE | $894 | $6,940-87.1% | $6,222-85.6% | $6,712-86.7% |
| Admin fee / account holder | $33 | $10,722-99.7% | $9,015-99.6% | $11,409-99.7% |