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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 | $130,477 | $93,346+39.8% | $71,796+81.7% | $273,972-52.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.06% | 130.39%-126.3pp | 78.04%-74.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $8,269 | $2,733+202.5% | $1,924+329.7% | $4,869+69.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $237 | $6,571-96.4% | $4,815-95.1% | $10,133-97.7% |