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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 | $32,596 | $157,296-79.3% | $141,191-76.9% | $152,897-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.77% | 64.34%-49.6pp | 71.41%-56.6pp | 345.43%-330.7pp |
| Employer contribution / active EE | $3,758 | $5,262-28.6% | $4,736-20.7% | $4,764-21.1% |
| Participant deferral / active EE | $2,006 | $7,111-71.8% | $6,710-70.1% | $5,851-65.7% |
| Admin fee / account holder | $286 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |