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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 | $17,082 | $115,796-85.2% | $101,264-83.1% | $158,950-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.08% | 56.15%-39.1pp | 46.48%-29.4pp | 302.91%-285.8pp |
| Employer contribution / active EE | $8,578 | $4,175+105.4% | $3,660+134.4% | $4,762+80.1% |
| Participant deferral / active EE | $979 | $4,958-80.3% | $4,370-77.6% | $5,983-83.6% |
| Admin fee / account holder | $111 | $7,247-98.5% | $5,947-98.1% | $11,248-99.0% |