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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 | $126,545 | $210,698-39.9% | $178,014-28.9% | $145,959-13.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.04% | 386.27%-375.2pp | 294.80%-283.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $13,062 | $4,567+186.0% | $3,950+230.7% | $4,661+180.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $97 | $12,016-99.2% | $10,362-99.1% | $13,398-99.3% |