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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 | $39,532 | $148,629-73.4% | $135,982-70.9% | $139,487-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.76% | 79.33%-63.6pp | 68.32%-52.6pp | 373.84%-358.1pp |
| Employer contribution / active EE | $11,054 | $5,247+110.7% | $4,859+127.5% | $4,755+132.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $201 | $12,406-98.4% | $10,767-98.1% | $11,407-98.2% |