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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 | $55,817 | $117,829-52.6% | $102,423-45.5% | $145,877-61.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 31.83%-9.1pp | 29.42%-6.7pp | 551.28%-528.5pp |
| Employer contribution / active EE | $2,411 | $3,615-33.3% | $3,023-20.2% | $4,663-48.3% |
| Participant deferral / active EE | $1,704 | $5,732-70.3% | $5,054-66.3% | $6,691-74.5% |
| Admin fee / account holder | $296 | $13,335-97.8% | $9,455-96.9% | $13,402-97.8% |