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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 | $33,645 | $82,674-59.3% | $125,363-73.2% | $68,495-50.9% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | 20.66% | -5.97%+26.6pp | 572.15%-551.5pp | -7.84%+28.5pp |
| Employer contribution / active EE | $1,600 | $3,382-52.7% | $4,815-66.8% | $2,596-38.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $296 | $6,276-95.3% | $10,005-97.0% | $5,403-94.5% |