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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 | $18,402 | $107,368-82.9% | $92,915-80.2% | $152,909-88.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.66% | 145.64%-131.0pp | 109.45%-94.8pp | 345.46%-330.8pp |
| Employer contribution / active EE | $5,723 | $4,222+35.5% | $3,653+56.6% | $4,764+20.1% |
| Participant deferral / active EE | $617 | $4,848-87.3% | $4,238-85.4% | $5,851-89.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |