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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 | $123,428 | $99,994+23.4% | $146,643-15.8% | $85,847+43.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 43.84% | 18.93%+24.9pp | 22.75%+21.1pp | 318.61%-274.8pp |
| Employer contribution / active EE | $14,487 | $2,559+466.1% | $4,137+250.2% | $2,565+464.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |