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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 | $164,059 | $69,248+136.9% | $64,101+155.9% | $139,466+17.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.96% | 45.95%-25.0pp | 33.72%-12.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,763 | $3,185+18.2% | $2,749+36.9% | $4,754-20.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $119 | $4,247-97.2% | $3,070-96.1% | $11,409-99.0% |