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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 | $118,452 | $176,120-32.7% | $159,487-25.7% | $167,553-29.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.97% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $16,475 | $5,299+210.9% | $4,831+241.0% | $4,840+240.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |