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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 | $39,910 | $155,833-74.4% | $124,693-68.0% | $167,536-76.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 23.72% | 17.98%+5.7pp | 5144.19%-5120.5pp | 478.82%-455.1pp |
| Employer contribution / active EE | $1,388 | $4,164-66.7% | $3,324-58.2% | $4,839-71.3% |
| Participant deferral / active EE | $1,242 | $5,675-78.1% | $4,615-73.1% | $6,342-80.4% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |