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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 | $125,022 | $133,981-6.7% | $112,249+11.4% | $134,532-7.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.46% | 47.16%-61.6pp | 27.48%-41.9pp | 418.27%-432.7pp |
| Employer contribution / active EE | $16,667 | $4,040+312.6% | $3,636+358.4% | $4,741+251.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |