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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 | $103,831 | $93,117+11.5% | $77,096+34.7% | $134,532-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.76% | 62.67%-64.4pp | 42.35%-44.1pp | 418.27%-420.0pp |
| Employer contribution / active EE | $13,172 | $3,420+285.1% | $2,814+368.0% | $4,741+177.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17 | $6,948-99.8% | $5,428-99.7% | $11,429-99.9% |