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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 | $25,772 | $125,237-79.4% | $105,608-75.6% | $145,877-82.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.65% | 225.76%-213.1pp | 116.50%-103.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,927 | $3,720+32.4% | $3,167+55.6% | $4,663+5.7% |
| Participant deferral / active EE | $344 | $5,711-94.0% | $5,010-93.1% | $6,691-94.9% |
| Admin fee / account holder | $23 | $17,287-99.9% | $11,028-99.8% | $13,402-99.8% |