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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 | $21,557 | $105,145-79.5% | $94,664-77.2% | $139,466-84.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.21% | 38.09%-15.9pp | 156.84%-134.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $4,885 | $4,107+18.9% | $3,673+33.0% | $4,754+2.8% |
| Participant deferral / active EE | $1,388 | $7,599-81.7% | $7,417-81.3% | $6,712-79.3% |
| Admin fee / account holder | $31 | $8,972-99.7% | $7,222-99.6% | $11,409-99.7% |