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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 | $50,644 | $157,304-67.8% | $141,197-64.1% | $152,909-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.87% | 64.34%-49.5pp | 71.41%-56.5pp | 345.46%-330.6pp |
| Employer contribution / active EE | $1,109 | $5,263-78.9% | $4,736-76.6% | $4,764-76.7% |
| Participant deferral / active EE | $1,499 | $7,111-78.9% | $6,710-77.7% | $5,851-74.4% |
| Admin fee / account holder | $246 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |