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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 | $103,541 | $183,592-43.6% | $155,574-33.4% | $145,877-29.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.97% | 61.37%-33.4pp | 64.87%-36.9pp | 551.28%-523.3pp |
| Employer contribution / active EE | $14,513 | $5,317+173.0% | $4,676+210.4% | $4,663+211.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |