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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 | $127,559 | $106,923+19.3% | $84,023+51.8% | $152,909-16.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.19% | 105.02%-92.8pp | 71.32%-59.1pp | 345.46%-333.3pp |
| Employer contribution / active EE | $4,199 | $2,735+53.5% | $1,984+111.7% | $4,764-11.9% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $70 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |