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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 | $197,504 | $117,433+68.2% | $99,475+98.5% | $152,897+29.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 13.90% | 31.87%-18.0pp | 30.72%-16.8pp | 345.43%-331.5pp |
| Employer contribution / active EE | $5,000 | $3,013+65.9% | $2,540+96.8% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |