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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 | $74,356 | $81,643-8.9% | $70,462+5.5% | $158,950-53.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.02% | 208.51%-187.5pp | 109.08%-88.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $2,054 | $3,218-36.2% | $2,737-25.0% | $4,762-56.9% |
| Participant deferral / active EE | $662 | $4,555-85.5% | $3,710-82.2% | $5,983-88.9% |
| Admin fee / account holder | $156 | $6,194-97.5% | $3,845-95.9% | $11,248-98.6% |