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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 | $105,533 | $138,114-23.6% | $125,391-15.8% | $134,545-21.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.67% | 750.88%-743.2pp | 572.41%-564.7pp | 418.37%-410.7pp |
| Employer contribution / active EE | $26,462 | $5,246+404.4% | $4,816+449.5% | $4,742+458.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |