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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 | $13,206 | $99,921-86.8% | $85,009-84.5% | $145,959-91.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 83.89%-70.6pp | 66.47%-53.2pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,957 | $3,233-39.5% | $2,728-28.3% | $4,661-58.0% |
| Participant deferral / active EE | $648 | $5,293-87.8% | $4,522-85.7% | $6,689-90.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |