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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 | $27,464 | $183,539-85.0% | $155,556-82.3% | $145,897-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $8,673 | $5,315+63.2% | $4,675+85.5% | $4,663+86.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7 | $19,275-100.0% | $15,885-100.0% | $13,390-99.9% |