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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 | $91,538 | $198,462-53.9% | $170,439-46.3% | $147,585-38.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.89% | 257.30%-244.4pp | 205.94%-193.1pp | 578.58%-565.7pp |
| Employer contribution / active EE | $2,400 | $6,184-61.2% | $5,433-55.8% | $4,876-50.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |