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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 | $35,842 | $141,004-74.6% | $112,273-68.1% | $139,466-74.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.28% | 32.75%-13.5pp | 30.23%-11.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,411 | $4,285-67.1% | $3,431-58.9% | $4,754-70.3% |
| Participant deferral / active EE | $1,164 | $5,878-80.2% | $4,800-75.7% | $6,712-82.7% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |