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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 | $22,623 | $77,419-70.8% | $69,461-67.4% | $152,885-85.2% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.5%+12.5pp |
| Annual return | 17.82% | 39.07%-21.3pp | 28.97%-11.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,722 | $3,315-48.1% | $2,779-38.1% | $4,763-63.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $85 | $6,207-98.6% | $3,840-97.8% | $11,598-99.3% |