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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 | $37,299 | $198,461-81.2% | $170,436-78.1% | $147,585-74.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.05% | 257.30%-247.2pp | 205.94%-195.9pp | 578.57%-568.5pp |
| Employer contribution / active EE | $12,664 | $6,184+104.8% | $5,433+133.1% | $4,876+159.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |