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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 | $143,125 | $196,972-27.3% | $182,262-21.5% | $198,609-27.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.70% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $12,178 | $5,364+127.1% | $5,046+141.4% | $5,055+140.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |