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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 | $24,047 | $124,351-80.7% | $109,188-78.0% | $167,553-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.77% | 26.04%-15.3pp | 25.76%-15.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,594 | $4,210+32.9% | $3,723+50.3% | $4,840+15.6% |
| Participant deferral / active EE | $353 | $5,257-93.3% | $4,654-92.4% | $6,343-94.4% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |