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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 | $40,085 | $185,312-78.4% | $161,489-75.2% | $154,746-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 403.66% | 103.84%+299.8pp | 89.72%+313.9pp | 172.34%+231.3pp |
| Employer contribution / active EE | $10,083 | $4,769+111.4% | $4,268+136.2% | $4,379+130.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |