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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 | $177,555 | $91,037+95.0% | $71,671+147.7% | $147,585+20.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.55% | 20.48%-6.9pp | 20.65%-7.1pp | 578.57%-565.0pp |
| Employer contribution / active EE | $25,000 | $3,327+651.3% | $2,460+916.3% | $4,876+412.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |