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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 | $29,337 | $157,276-81.3% | $141,177-79.2% | $152,885-80.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.08% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $1,009 | $5,262-80.8% | $4,736-78.7% | $4,763-78.8% |
| Participant deferral / active EE | $1,262 | $7,110-82.3% | $6,710-81.2% | $5,851-78.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |