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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 | $149,291 | $217,432-31.3% | $185,851-19.7% | $167,553-10.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.81% | 148.43%-134.6pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $4,286 | $5,874-27.0% | $5,168-17.1% | $4,840-11.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $107 | $19,820-99.5% | $16,245-99.3% | $12,316-99.1% |