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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 | $97,078+127.3% | $103,065+114.1% | $145,897+51.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 19.91% | 25.49%-5.6pp | 23.95%-4.0pp | 552.29%-532.4pp |
| Employer contribution / active EE | $8,272 | $4,680+76.8% | $4,675+76.9% | $4,663+77.4% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |