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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 | $67,321 | $102,422-34.3% | $147,117-54.2% | $80,959-16.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.33% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,393 | $3,717-62.5% | $4,932-71.8% | $2,757-49.5% |
| Participant deferral / active EE | $1,916 | $6,652-71.2% | $8,065-76.2% | $4,300-55.4% |
| Admin fee / account holder | $5 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |