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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 | $94,058 | $183,592-48.8% | $155,567-39.5% | $145,959-35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.2pp |
| Employer contribution / active EE | $11,088 | $5,315+108.6% | $4,674+137.2% | $4,661+137.9% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |