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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 | $36,657 | $105,856-65.4% | $90,161-59.3% | $147,586-75.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.35% | 37.63%-12.3pp | 34.89%-9.5pp | 578.59%-553.2pp |
| Employer contribution / active EE | $606 | $4,126-85.3% | $3,318-81.7% | $4,876-87.6% |
| Participant deferral / active EE | $1,010 | $5,733-82.4% | $5,287-80.9% | $5,439-81.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |