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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 | $89,974 | $107,368-16.2% | $92,915-3.2% | $152,909-41.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.59% | 145.64%-129.0pp | 109.45%-92.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $2,992 | $4,222-29.1% | $3,653-18.1% | $4,764-37.2% |
| Participant deferral / active EE | $600 | $4,848-87.6% | $4,238-85.8% | $5,851-89.7% |
| Admin fee / account holder | $207 | $7,082-97.1% | $5,796-96.4% | $11,601-98.2% |