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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 | $229,539 | $175,646+30.7% | $129,118+77.8% | $134,545+70.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.08% | -11.39%-4.7pp | -10.94%-5.1pp | 418.37%-434.4pp |
| Employer contribution / active EE | $14,100 | $6,355+121.9% | $5,051+179.1% | $4,742+197.4% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |