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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 | $157,314 | $100,792+56.1% | $86,691+81.5% | $134,509+17.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.54% | 29.08%-44.6pp | 35.94%-51.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $8,333 | $3,491+138.7% | $2,837+193.7% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $210 | $10,924-98.1% | $7,492-97.2% | $11,427-98.2% |