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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 | $53,544 | $183,516-70.8% | $155,534-65.6% | $145,884-63.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.56% | 61.43%+15.1pp | 64.92%+11.6pp | 551.85%-475.3pp |
| Employer contribution / active EE | $4,500 | $5,315-15.3% | $4,675-3.7% | $4,662-3.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |