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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 | $123,589 | $217,432-43.2% | $185,851-33.5% | $167,553-26.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.48% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $17,810 | $5,874+203.2% | $5,168+244.6% | $4,840+268.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |