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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 | $75,724 | $165,381-54.2% | $149,730-49.4% | $158,966-52.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.43% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.5pp |
| Employer contribution / active EE | $15,625 | $5,104+206.1% | $4,645+236.4% | $4,762+228.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |