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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 | $33,728 | $105,856-68.1% | $90,161-62.6% | $147,586-77.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.19% | 37.63%-25.4pp | 34.89%-22.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,436 | $4,126-65.2% | $3,318-56.7% | $4,876-70.6% |
| Participant deferral / active EE | $629 | $5,733-89.0% | $5,287-88.1% | $5,439-88.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |