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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 | $66,091 | $65,367+1.1% | $92,915-28.9% | $72,976-9.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 901.38% | 42.11%+859.3pp | 109.45%+791.9pp | 81.02%+820.4pp |
| Employer contribution / active EE | $3,397 | $2,594+31.0% | $3,653-7.0% | $2,440+39.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $284 | $4,251-93.3% | $5,796-95.1% | $5,124-94.5% |