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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 | $190,204 | $93,617+103.2% | $135,982+39.9% | $75,177+153.0% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $20,406 | $3,538+476.7% | $4,859+320.0% | $2,671+664.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $115 | $6,980-98.4% | $10,767-98.9% | $5,651-98.0% |