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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 | $138,806 | $118,869+16.8% | $96,575+43.7% | $167,518-17.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.08% | 50.49%-37.4pp | 37.79%-24.7pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,630 | $3,120+16.4% | $2,357+54.0% | $4,838-25.0% |
| Participant deferral / active EE | $633 | $4,616-86.3% | $3,849-83.5% | $6,342-90.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |