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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 | $70,510 | $50,947+38.4% | $74,551-5.4% | $64,173+9.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 51.41% | -1.85%+53.3pp | 32.53%+18.9pp | 7.63%+43.8pp |
| Employer contribution / active EE | $576 | $1,115-48.3% | $1,961-70.6% | $2,381-75.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $101 | $4,221-97.6% | $5,059-98.0% | $4,887-97.9% |