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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 | $138,858 | $99,652+39.3% | $78,778+76.3% | $147,586-5.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.97% | 47.28%-36.3pp | 35.62%-24.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,055 | $2,796+9.3% | $1,986+53.9% | $4,876-37.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |