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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 | $191,540 | $103,000+86.0% | $90,300+112.1% | $152,885+25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.71% | 95.19%-75.5pp | 78.11%-58.4pp | 345.39%-325.7pp |
| Employer contribution / active EE | $28,330 | $3,138+802.7% | $2,854+892.6% | $4,763+494.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |