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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 | $33,097 | $232,540-85.8% | $185,117-82.1% | $147,586-77.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.13% | 43.03%-23.9pp | 40.50%-21.4pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,488 | $5,195-71.4% | $4,182-64.4% | $4,876-69.5% |
| Participant deferral / active EE | $130 | $5,834-97.8% | $5,045-97.4% | $5,439-97.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |