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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 | $58,161 | $185,312-68.6% | $161,489-64.0% | $154,746-62.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.63% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,589 | $4,769-66.7% | $4,268-62.8% | $4,379-63.7% |
| Participant deferral / active EE | $1,360 | $6,350-78.6% | $5,630-75.8% | $6,730-79.8% |
| Admin fee / account holder | $132 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |