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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 | $98,152 | $225,673-56.5% | $203,872-51.9% | $155,188-36.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.08% | 95.91%-86.8pp | 85.11%-76.0pp | 148.84%-139.8pp |
| Employer contribution / active EE | $10,000 | $4,099+144.0% | $3,757+166.1% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |