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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 | $104,730 | $115,810-9.6% | $101,271+3.4% | $158,966-34.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.87% | 56.15%-45.3pp | 46.48%-35.6pp | 302.95%-292.1pp |
| Employer contribution / active EE | $4,070 | $4,175-2.5% | $3,660+11.2% | $4,762-14.5% |
| Participant deferral / active EE | $400 | $4,958-91.9% | $4,371-90.8% | $5,983-93.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |