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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 | $96,052 | $114,119-15.8% | $107,187-10.4% | $138,895-30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.66% | 273.21%-260.5pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $10,000 | $4,059+146.4% | $3,782+164.4% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |