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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 | $30,284 | $162,529-81.4% | $130,788-76.8% | $154,746-80.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.51% | 510.48%-497.0pp | 386.44%-372.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,822 | $4,447-59.0% | $3,558-48.8% | $4,379-58.4% |
| Participant deferral / active EE | $167 | $4,808-96.5% | $4,137-96.0% | $6,730-97.5% |
| Admin fee / account holder | $290 | $7,669-96.2% | $6,673-95.7% | $14,365-98.0% |