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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 | $150,891 | $100,060+50.8% | $149,721+0.8% | $70,126+115.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.24% | 27.46%-11.2pp | 1501.67%-1485.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $9,737 | $3,661+166.0% | $5,444+78.8% | $2,343+315.7% |
| Participant deferral / active EE | $13 | $4,982-99.7% | $6,568-99.8% | $3,332-99.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |