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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 | $153,733 | $67,396+128.1% | $60,919+152.4% | $134,545+14.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.10% | 50.12%-68.2pp | 16.96%-35.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $16,169 | $3,101+421.4% | $2,704+498.0% | $4,742+241.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $4,590-99.6% | $3,228-99.4% | $11,431-99.8% |