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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 | $158,791 | $150,346+5.6% | $120,524+31.8% | $145,877+8.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.36% | 154.40%-136.0pp | 107.36%-89.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $4,624 | $4,353+6.2% | $3,469+33.3% | $4,663-0.8% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $38 | $12,215-99.7% | $9,440-99.6% | $13,402-99.7% |