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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 | $80,533 | $105,856-23.9% | $90,161-10.7% | $147,586-45.4% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 19.77% | 37.63%-17.9pp | 34.89%-15.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,515 | $5,733-73.6% | $5,287-71.3% | $5,439-72.1% |
| Admin fee / account holder | $108 | $8,046-98.7% | $5,943-98.2% | $10,886-99.0% |