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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 | $48,315 | $100,060-51.7% | $149,721-67.7% | $70,126-31.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.64% | 27.46%-11.8pp | 1501.67%-1486.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,701 | $3,661-53.5% | $5,444-68.8% | $2,343-27.4% |
| Participant deferral / active EE | $1,525 | $4,982-69.4% | $6,568-76.8% | $3,332-54.2% |
| Admin fee / account holder | $3 | $8,285-100.0% | $11,282-100.0% | $4,645-99.9% |