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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 | $133,973 | $165,381-19.0% | $149,730-10.5% | $158,966-15.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.63% | 348.29%-339.7pp | 276.70%-268.1pp | 302.95%-294.3pp |
| Employer contribution / active EE | $24,352 | $5,104+377.1% | $4,645+424.2% | $4,762+411.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |