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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 | $28,325 | $103,008-72.5% | $90,304-68.6% | $152,897-81.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 24.10% | 95.22%-71.1pp | 78.13%-54.0pp | 345.43%-321.3pp |
| Employer contribution / active EE | $3,736 | $3,139+19.0% | $2,855+30.9% | $4,764-21.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |