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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 | $29,595 | $99,652-70.3% | $78,778-62.4% | $147,586-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.78% | 47.28%-28.5pp | 35.62%-16.8pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,363 | $2,796+20.3% | $1,986+69.4% | $4,876-31.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $284 | $7,155-96.0% | $5,134-94.5% | $10,886-97.4% |