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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 | $28,523 | $112,131-74.6% | $95,964-70.3% | $158,982-82.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.50% | 171.19%-153.7pp | 91.64%-74.1pp | 302.99%-285.5pp |
| Employer contribution / active EE | $8,877 | $3,199+177.5% | $2,541+249.3% | $4,763+86.4% |
| Participant deferral / active EE | $688 | $4,784-85.6% | $4,167-83.5% | $5,983-88.5% |
| Admin fee / account holder | $16 | $10,136-99.8% | $6,797-99.8% | $11,252-99.9% |