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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 | $34,101 | $124,346-72.6% | $111,306-69.4% | $167,553-79.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.98% | 37.46%-23.5pp | 54.67%-40.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $8,472 | $3,438+146.4% | $2,732+210.1% | $4,840+75.1% |
| Participant deferral / active EE | $575 | $5,182-88.9% | $4,488-87.2% | $6,343-90.9% |
| Admin fee / account holder | $17 | $10,623-99.8% | $7,966-99.8% | $12,316-99.9% |