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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 | $30,841 | $166,131-81.4% | $164,975-81.3% | $145,877-78.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.97% | 100.37%-88.4pp | 70.12%-58.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $9,223 | $5,276+74.8% | $4,343+112.4% | $4,663+97.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |