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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 | $242,265 | $95,895+152.6% | $79,576+204.4% | $134,509+80.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.07% | -2.72%-16.3pp | 0.15%-19.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $6,250 | $3,128+99.8% | $2,413+159.0% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $215 | $9,129-97.6% | $6,834-96.9% | $11,427-98.1% |