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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 | $46,389 | $172,111-73.0% | $150,298-69.1% | $137,256-66.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.13% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $838 | $4,636-81.9% | $4,154-79.8% | $4,156-79.8% |
| Participant deferral / active EE | $900 | $6,166-85.4% | $5,453-83.5% | $6,407-86.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |