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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 | $138,442 | $197,625-29.9% | $177,840-22.2% | $158,966-12.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 87.15% | 58.76%+28.4pp | 48.32%+38.8pp | 302.95%-215.8pp |
| Employer contribution / active EE | $20,885 | $6,698+211.8% | $5,919+252.9% | $4,762+338.5% |
| Participant deferral / active EE | $1,000 | $8,405-88.1% | $7,714-87.0% | $5,983-83.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |