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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 | $240,399 | $118,488+102.9% | $98,462+144.2% | $139,487+72.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 18.96%-5.1pp | 21.17%-7.3pp | 373.84%-360.0pp |
| Employer contribution / active EE | $66,000 | $3,611+1728.0% | $3,049+2064.8% | $4,755+1288.1% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |