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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 | $133,258 | $217,432-38.7% | $185,849-28.3% | $167,536-20.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.30% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $3,000 | $5,875-48.9% | $5,169-42.0% | $4,839-38.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |