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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 | $18,120 | $58,258-68.9% | $81,820-77.9% | $80,925-77.6% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 16.13% | 41.76%-25.6pp | 777.93%-761.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,460 | $2,345+47.5% | $2,915+18.7% | $2,756+25.5% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $247 | $4,976-95.0% | $7,391-96.7% | $6,940-96.4% |