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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 | $242,122 | $131,835+83.7% | $108,582+123.0% | $273,972-11.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.13% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $12,500 | $4,913+154.4% | $3,758+232.6% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |