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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 | $70,699 | $63,346+11.6% | $92,240-23.4% | $70,126+0.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.11% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,396 | $2,471+37.4% | $3,680-7.7% | $2,343+45.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $183 | $3,841-95.2% | $5,194-96.5% | $4,645-96.1% |