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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 | $145,942 | $90,509+61.2% | $78,693+85.5% | $273,968-46.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.36% | 75.61%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $12,914 | $3,175+306.7% | $2,850+353.1% | $4,869+165.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $141 | $5,264-97.3% | $4,511-96.9% | $10,132-98.6% |