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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 | $209,836 | $95,915+118.8% | $79,580+163.7% | $134,532+56.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.01% | -2.71%-6.3pp | 0.15%-9.2pp | 418.27%-427.3pp |
| Employer contribution / active EE | $1,908 | $3,129-39.0% | $2,413-20.9% | $4,741-59.8% |
| Participant deferral / active EE | $890 | $4,693-81.0% | $3,985-77.7% | $6,401-86.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |