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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 | $116,733 | $67,396+73.2% | $60,919+91.6% | $134,545-13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.34% | 50.12%-66.5pp | 16.96%-33.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $6,250 | $3,101+101.5% | $2,704+131.2% | $4,742+31.8% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |