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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 | $87,182 | $165,399-47.3% | $149,745-41.8% | $158,982-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.63% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $15,490 | $5,105+203.4% | $4,646+233.4% | $4,763+225.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |