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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 | $123,489 | $232,540-46.9% | $185,117-33.3% | $147,586-16.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.32% | 43.03%-31.7pp | 40.50%-29.2pp | 578.59%-567.3pp |
| Employer contribution / active EE | $8,750 | $5,195+68.4% | $4,182+109.3% | $4,876+79.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $192 | $10,275-98.1% | $8,159-97.6% | $10,886-98.2% |