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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 | $48,560 | $157,304-69.1% | $141,197-65.6% | $152,909-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.84% | 64.34%-49.5pp | 71.41%-56.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $15,909 | $5,263+202.3% | $4,736+235.9% | $4,764+233.9% |
| Participant deferral / active EE | $2,211 | $7,111-68.9% | $6,710-67.0% | $5,851-62.2% |
| Admin fee / account holder | $61 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |