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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 | $93,945 | $198,461-52.7% | $170,436-44.9% | $147,585-36.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.01% | 257.30%-239.3pp | 205.94%-187.9pp | 578.57%-560.6pp |
| Employer contribution / active EE | $3,106 | $6,184-49.8% | $5,433-42.8% | $4,876-36.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |