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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 | $99,052 | $95,975+3.2% | $74,552+32.9% | $135,382-26.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.92% | 56.96%-41.0pp | 32.53%-16.6pp | 519.77%-503.9pp |
| Employer contribution / active EE | $3,333 | $2,716+22.7% | $1,961+70.0% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $259 | $6,522-96.0% | $5,060-94.9% | $10,829-97.6% |