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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 | $200,334 | $175,646+14.1% | $129,118+55.2% | $134,545+48.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -11.53% | -11.39%-0.1pp | -10.94%-0.6pp | 418.37%-429.9pp |
| Employer contribution / active EE | $2,169 | $6,355-65.9% | $5,051-57.1% | $4,742-54.3% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |