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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 | $212,465 | $112,131+89.5% | $95,964+121.4% | $158,982+33.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.08% | 171.19%-163.1pp | 91.64%-83.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $23,258 | $3,199+627.0% | $2,541+815.2% | $4,763+388.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100 | $10,136-99.0% | $6,797-98.5% | $11,252-99.1% |