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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 | $131,516 | $176,105-25.3% | $159,474-17.5% | $167,536-21.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.39% | 331.91%-300.5pp | 263.68%-232.3pp | 478.82%-447.4pp |
| Employer contribution / active EE | $1,300 | $5,299-75.5% | $4,831-73.1% | $4,839-73.1% |
| Participant deferral / active EE | $1,300 | $7,751-83.2% | $7,353-82.3% | $6,342-79.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |