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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 | $23,232 | $116,203-80.0% | $93,621-75.2% | $152,909-84.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.09% | 35.96%-19.9pp | 32.76%-16.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,000 | $3,219-68.9% | $2,719-63.2% | $4,764-79.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $100 | $10,751-99.1% | $7,890-98.7% | $11,601-99.1% |