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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 | $236,516 | $106,549+122.0% | $91,225+159.3% | $134,509+75.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.29% | 160.73%-178.0pp | 114.10%-131.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $28,269 | $3,331+748.5% | $2,851+891.6% | $4,741+496.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |