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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 | $36,045 | $154,209-76.6% | $130,062-72.3% | $139,487-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.98% | 32.52%-12.5pp | -137.37%+157.3pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,589 | $5,292-70.0% | $4,322-63.2% | $4,755-66.6% |
| Participant deferral / active EE | $843 | $6,709-87.4% | $5,821-85.5% | $6,713-87.4% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |