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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 | $195,254 | $152,612+27.9% | $125,192+56.0% | $152,897+27.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.40% | 54.85%-32.4pp | 43.79%-21.4pp | 345.43%-323.0pp |
| Employer contribution / active EE | $17,931 | $4,947+262.5% | $3,866+363.8% | $4,764+276.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |