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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 | $139,949 | $73,518+90.4% | $63,005+122.1% | $147,585-5.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.83% | 175.46%-161.6pp | 87.59%-73.8pp | 578.58%-564.8pp |
| Employer contribution / active EE | $8,603 | $3,322+158.9% | $2,760+211.7% | $4,876+76.4% |
| Participant deferral / active EE | $223 | $4,183-94.7% | $3,329-93.3% | $5,439-95.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |