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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 | $118,549 | $99,652+19.0% | $78,778+50.5% | $147,586-19.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.15% | 47.28%-33.1pp | 35.62%-21.5pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,122 | $2,796-59.9% | $1,986-43.5% | $4,876-77.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $208 | $7,155-97.1% | $5,134-95.9% | $10,886-98.1% |