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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 | $145,744 | $183,516-20.6% | $155,534-6.3% | $145,884-0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 49.09% | 61.43%-12.3pp | 64.92%-15.8pp | 551.85%-502.8pp |
| Employer contribution / active EE | $4,113 | $5,315-22.6% | $4,675-12.0% | $4,662-11.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |