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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 | $80,399 | $165,361-51.4% | $149,715-46.3% | $158,950-49.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 829.33% | 348.24%+481.1pp | 276.66%+552.7pp | 302.91%+526.4pp |
| Employer contribution / active EE | $12,406 | $5,103+143.1% | $4,645+167.1% | $4,762+160.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |