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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 | $66,018 | $115,814-43.0% | $101,275-34.8% | $158,982-58.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.25% | 56.16%-32.9pp | 46.48%-23.2pp | 302.99%-279.7pp |
| Employer contribution / active EE | $11,667 | $4,176+179.4% | $3,660+218.8% | $4,763+145.0% |
| Participant deferral / active EE | $780 | $4,958-84.3% | $4,371-82.2% | $5,983-87.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |