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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 | $157,248 | $101,063+55.6% | $81,473+93.0% | $147,586+6.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.93% | 32.41%-21.5pp | 38.78%-27.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $6,837 | $3,206+113.3% | $2,568+166.3% | $4,876+40.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $94 | $5,812-98.4% | $4,561-97.9% | $10,886-99.1% |