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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 | $34,863 | $152,592-77.2% | $125,180-72.2% | $152,885-77.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.15% | 54.84%-35.7pp | 43.79%-24.6pp | 345.39%-326.2pp |
| Employer contribution / active EE | $2,798 | $4,947-43.4% | $3,866-27.6% | $4,763-41.3% |
| Participant deferral / active EE | $830 | $5,868-85.9% | $4,937-83.2% | $5,851-85.8% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |