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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 | $40,329 | $85,171-52.6% | $172,752-76.7% | $72,975-44.7% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 17.42% | 27.32%-9.9pp | 802.97%-785.5pp | 81.01%-63.6pp |
| Employer contribution / active EE | $3,664 | $3,324+10.2% | $5,144-28.8% | $2,440+50.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $282 | $5,880-95.2% | $13,955-98.0% | $5,124-94.5% |