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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 | $142,099 | $117,895+20.5% | $102,460+38.7% | $145,897-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 31.92%-13.9pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,128 | $3,619-41.2% | $3,025-29.7% | $4,663-54.4% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |