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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 | $113,855 | $142,354-20.0% | $125,529-9.3% | $155,188-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.87% | 306.06%-290.2pp | 202.56%-186.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $8,484 | $3,501+142.3% | $3,058+177.5% | $4,248+99.7% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $256 | $19,392-98.7% | $16,298-98.4% | $14,480-98.2% |