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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 | $183,627-85.0% | $155,602-82.4% | $145,978-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.32%-47.9pp | 64.81%-51.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $8,673 | $5,316+63.1% | $4,675+85.5% | $4,662+86.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7 | $19,327-100.0% | $15,923-100.0% | $13,400-99.9% |