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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 | $55,410 | $142,426-61.1% | $115,167-51.9% | $152,909-63.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 20.45% | 41.48%-21.0pp | 35.60%-15.2pp | 345.46%-325.0pp |
| Employer contribution / active EE | $964 | $4,011-76.0% | $3,179-69.7% | $4,764-79.8% |
| Participant deferral / active EE | $1,330 | $5,165-74.3% | $4,169-68.1% | $5,851-77.3% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |