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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 | $115,055 | $169,237-32.0% | $129,339-11.0% | $145,978-21.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.22% | 14364.43%-14356.2pp | 9437.05%-9428.8pp | 550.52%-542.3pp |
| Employer contribution / active EE | $14,767 | $5,540+166.5% | $4,154+255.5% | $4,662+216.8% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |