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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 | $64,305 | $197,603-67.5% | $177,827-63.8% | $158,950-59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.37% | 58.76%-50.4pp | 48.32%-39.9pp | 302.91%-294.5pp |
| Employer contribution / active EE | $14,068 | $6,698+110.1% | $5,918+137.7% | $4,762+195.4% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |