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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 | $56,609 | $152,612-62.9% | $125,192-54.8% | $152,897-63.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.40% | 54.85%-30.4pp | 43.79%-19.4pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,431 | $4,947-71.1% | $3,866-63.0% | $4,764-70.0% |
| Participant deferral / active EE | $1,431 | $5,868-75.6% | $4,937-71.0% | $5,851-75.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |