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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 | $54,003 | $105,856-49.0% | $90,161-40.1% | $147,586-63.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.71% | 37.63%-21.9pp | 34.89%-19.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $4,704 | $4,126+14.0% | $3,318+41.8% | $4,876-3.5% |
| Participant deferral / active EE | $1,163 | $5,733-79.7% | $5,287-78.0% | $5,439-78.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |