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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 | $22,600 | $138,102-83.6% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 7.34% | 750.73%-743.4pp | 572.31%-565.0pp | 418.27%-410.9pp |
| Employer contribution / active EE | $10,912 | $5,245+108.0% | $4,815+126.6% | $4,741+130.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |