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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 | $48,889 | $154,193-68.3% | $130,045-62.4% | $139,466-64.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,462 | $5,292-72.4% | $4,321-66.2% | $4,754-69.3% |
| Participant deferral / active EE | $536 | $6,709-92.0% | $5,820-90.8% | $6,712-92.0% |
| Admin fee / account holder | $189 | $13,989-98.6% | $10,600-98.2% | $11,409-98.3% |