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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 | $87,053 | $154,209-43.5% | $130,062-33.1% | $139,487-37.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.92% | 32.52%-18.6pp | -137.37%+151.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,195 | $5,292-77.4% | $4,322-72.4% | $4,755-74.9% |
| Participant deferral / active EE | $1,844 | $6,709-72.5% | $5,821-68.3% | $6,713-72.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |