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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 | $97,765+125.7% | $103,486+113.2% | $145,884+51.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 25.44%-5.5pp | 23.93%-4.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $8,272 | $4,687+76.5% | $4,679+76.8% | $4,662+77.4% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |