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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 | $58,652 | $148,623-60.5% | $135,974-56.9% | $139,466-57.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.18% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,243 | $5,246-57.3% | $4,859-53.8% | $4,754-52.8% |
| Participant deferral / active EE | $2,025 | $8,103-75.0% | $7,760-73.9% | $6,712-69.8% |
| Admin fee / account holder | $83 | $12,406-99.3% | $10,767-99.2% | $11,409-99.3% |