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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 | $112,230 | $157,296-28.7% | $141,191-20.5% | $152,897-26.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.78% | 64.34%-49.6pp | 71.41%-56.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $17,545 | $5,262+233.4% | $4,736+270.5% | $4,764+268.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |