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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 | $31,533 | $114,119-72.4% | $107,187-70.6% | $138,895-77.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.57% | 273.21%-257.6pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,969 | $4,059+22.4% | $3,782+31.4% | $4,194+18.5% |
| Participant deferral / active EE | $802 | $5,538-85.5% | $5,096-84.3% | $6,396-87.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |