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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 | $128,581 | $176,105-27.0% | $159,474-19.4% | $167,536-23.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $67 | $7,751-99.1% | $7,353-99.1% | $6,342-98.9% |
| Admin fee / account holder | $65 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |