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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 | $78,011 | $217,432-64.1% | $185,851-58.0% | $167,553-53.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 54.17% | 148.43%-94.3pp | 122.11%-67.9pp | 478.89%-424.7pp |
| Employer contribution / active EE | $3,438 | $5,874-41.5% | $5,168-33.5% | $4,840-29.0% |
| Participant deferral / active EE | $653 | $6,357-89.7% | $5,569-88.3% | $6,343-89.7% |
| Admin fee / account holder | $205 | $19,820-99.0% | $16,245-98.7% | $12,316-98.3% |