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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 | $33,699 | $110,337-69.5% | $102,383-67.1% | $145,877-76.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,019 | $4,216-75.8% | $3,870-73.7% | $4,663-78.1% |
| Participant deferral / active EE | $1,182 | $5,621-79.0% | $5,060-76.6% | $6,691-82.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |