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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 | $220,630 | $97,750+125.7% | $103,464+113.2% | $145,959+51.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 25.43%-5.5pp | 23.91%-4.0pp | 561.95%-542.0pp |
| Employer contribution / active EE | $8,272 | $4,685+76.6% | $4,677+76.9% | $4,661+77.5% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,410-100.0% | $13,398-100.0% |