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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 | $82,165 | $232,540-64.7% | $185,117-55.6% | $147,586-44.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.90% | 43.03%-34.1pp | 40.50%-31.6pp | 578.59%-569.7pp |
| Employer contribution / active EE | $15,952 | $5,195+207.1% | $4,182+281.5% | $4,876+227.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |