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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 | $225,672 | $95,406+136.5% | $185,849+21.4% | $85,847+162.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.69% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $540 | $3,314-83.7% | $5,169-89.5% | $2,565-78.9% |
| Participant deferral / active EE | $956 | $3,424-72.1% | $5,569-82.8% | $3,952-75.8% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |