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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 | $33,688 | $115,810-70.9% | $101,271-66.7% | $158,966-78.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.63% | 56.15%-42.5pp | 46.48%-32.8pp | 302.95%-289.3pp |
| Employer contribution / active EE | $10,714 | $4,175+156.6% | $3,660+192.7% | $4,762+125.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $178 | $7,248-97.5% | $5,948-97.0% | $11,250-98.4% |