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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 | $120,856 | $227,399-46.9% | $189,758-36.3% | $198,609-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.82% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $27,669 | $5,526+400.7% | $4,767+480.5% | $5,055+447.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |