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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 | $80,289 | $107,368-25.2% | $92,915-13.6% | $152,909-47.5% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 15.72% | 145.64%-129.9pp | 109.45%-93.7pp | 345.46%-329.7pp |
| Employer contribution / active EE | $19,444 | $4,222+360.5% | $3,653+432.2% | $4,764+308.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18 | $7,082-99.8% | $5,796-99.7% | $11,601-99.8% |