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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 | $132,190 | $82,678+59.9% | $125,391+5.4% | $68,490+93.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $12,418 | $3,382+267.2% | $4,816+157.9% | $2,597+378.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $133 | $6,277-97.9% | $10,009-98.7% | $5,403-97.5% |