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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 | $89,223 | $115,814-23.0% | $101,275-11.9% | $158,982-43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 41.49% | 56.16%-14.7pp | 46.48%-5.0pp | 302.99%-261.5pp |
| Employer contribution / active EE | $1,732 | $4,176-58.5% | $3,660-52.7% | $4,763-63.6% |
| Participant deferral / active EE | $600 | $4,958-87.9% | $4,371-86.3% | $5,983-90.0% |
| Admin fee / account holder | $193 | $7,249-97.3% | $5,948-96.8% | $11,252-98.3% |