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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 | $43,837 | $152,619-71.3% | $125,195-65.0% | $152,909-71.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.76% | 54.85%-28.1pp | 43.79%-17.0pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,080 | $4,947-78.2% | $3,866-72.1% | $4,764-77.3% |
| Participant deferral / active EE | $1,688 | $5,869-71.2% | $4,937-65.8% | $5,851-71.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |