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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 | $48,086 | $108,882-55.8% | $96,754-50.3% | $154,746-68.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 29.56% | 98.39%-68.8pp | 82.04%-52.5pp | 172.34%-142.8pp |
| Employer contribution / active EE | $1,558 | $3,018-48.4% | $2,679-41.8% | $4,379-64.4% |
| Participant deferral / active EE | $650 | $5,323-87.8% | $4,758-86.3% | $6,730-90.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |