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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 | $198,887 | $127,790+55.6% | $106,555+86.7% | $167,536+18.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.78% | 33.88%-23.1pp | 26.80%-16.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $27,222 | $3,428+694.2% | $2,819+865.5% | $4,839+462.5% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |