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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 | $175,537 | $111,878+56.9% | $93,727+87.3% | $145,897+20.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 30.40% | 204.28%-173.9pp | 133.83%-103.4pp | 552.29%-521.9pp |
| Employer contribution / active EE | $6,450 | $3,092+108.6% | $2,421+166.4% | $4,663+38.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |