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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 | $108,870 | $111,535-2.4% | $105,223+3.5% | $137,256-20.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.27% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $20,009 | $3,939+407.9% | $3,689+442.5% | $4,156+381.5% |
| Participant deferral / active EE | $799 | $5,500-85.5% | $5,072-84.2% | $6,407-87.5% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |