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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 | $168,290 | $103,038+63.3% | $90,324+86.3% | $152,909+10.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 40.64% | 95.25%-54.6pp | 78.15%-37.5pp | 345.46%-304.8pp |
| Employer contribution / active EE | $9,009 | $3,141+186.9% | $2,856+215.5% | $4,764+89.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |