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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 | $21,552 | $100,279-78.5% | $81,353-73.5% | $145,884-85.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 34.49%-23.2pp | 24.82%-13.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,813 | $2,979-5.6% | $2,464+14.2% | $4,662-39.7% |
| Participant deferral / active EE | $679 | $4,611-85.3% | $3,885-82.5% | $6,690-89.9% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |