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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 | $34,509 | $75,962-54.6% | $154,108-77.6% | $64,173-46.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 16.58% | 30.32%-13.7pp | 735.21%-718.6pp | 7.63%+8.9pp |
| Employer contribution / active EE | $1,317 | $3,350-60.7% | $5,298-75.1% | $2,381-44.7% |
| Participant deferral / active EE | $857 | $3,175-73.0% | $5,081-83.1% | $3,470-75.3% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |