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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 | $62,561 | $225,673-72.3% | $203,872-69.3% | $155,188-59.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.65% | 95.91%-80.3pp | 85.11%-69.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $5,588 | $4,099+36.3% | $3,757+48.7% | $4,248+31.6% |
| Participant deferral / active EE | $429 | $6,893-93.8% | $6,388-93.3% | $6,531-93.4% |
| Admin fee / account holder | $44 | $12,327-99.6% | $11,730-99.6% | $14,480-99.7% |