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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 | $20,295 | $115,796-82.5% | $101,264-80.0% | $158,950-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.28% | 56.15%-32.9pp | 46.48%-23.2pp | 302.91%-279.6pp |
| Employer contribution / active EE | $3,711 | $4,175-11.1% | $3,660+1.4% | $4,762-22.1% |
| Participant deferral / active EE | $1,011 | $4,958-79.6% | $4,370-76.9% | $5,983-83.1% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |