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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 | $43,582 | $112,131-61.1% | $95,964-54.6% | $158,982-72.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.77% | 171.19%-151.4pp | 91.64%-71.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,773 | $3,199-44.6% | $2,541-30.2% | $4,763-62.8% |
| Participant deferral / active EE | $976 | $4,784-79.6% | $4,167-76.6% | $5,983-83.7% |
| Admin fee / account holder | $281 | $10,136-97.2% | $6,797-95.9% | $11,252-97.5% |