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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 | $64,411 | $78,707-18.2% | $117,861-45.4% | $70,126-8.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.54% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,613 | $2,223-27.5% | $3,786-57.4% | $2,343-31.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $5,066-99.9% | $8,021-99.9% | $4,645-99.8% |