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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 | $69,811 | $175,259-60.2% | $149,723-53.4% | $139,487-50.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.56% | 166.82%-141.3pp | 134.50%-108.9pp | 373.84%-348.3pp |
| Employer contribution / active EE | $11,238 | $5,478+105.1% | $4,821+133.1% | $4,755+136.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $139 | $16,158-99.1% | $13,215-99.0% | $11,407-98.8% |