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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 | $240,252 | $155,833+54.2% | $124,693+92.7% | $167,518+43.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.58% | 17.98%-7.4pp | 5144.19%-5133.6pp | 478.71%-468.1pp |
| Employer contribution / active EE | $9,659 | $4,164+131.9% | $3,324+190.6% | $4,838+99.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |