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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 | $132,403 | $152,591-13.2% | $117,529+12.7% | $134,545-1.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.51% | 53.04%-61.6pp | 29.77%-38.3pp | 418.37%-426.9pp |
| Employer contribution / active EE | $3,250 | $5,576-41.7% | $4,179-22.2% | $4,742-31.5% |
| Participant deferral / active EE | $250 | $4,821-94.8% | $4,072-93.9% | $6,401-96.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |