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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 | $99,062 | $185,830-46.7% | $170,004-41.7% | $139,427-29.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.31% | 60.52%-49.2pp | 53.39%-42.1pp | 373.27%-362.0pp |
| Employer contribution / active EE | $12,598 | $7,591+66.0% | $6,786+85.6% | $4,752+165.1% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |