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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 | $49,255 | $160,059-69.2% | $140,019-64.8% | $135,379-63.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 3.01% | 911.44%-908.4pp | 651.15%-648.1pp | 519.79%-516.8pp |
| Employer contribution / active EE | $3,611 | $6,420-43.7% | $5,605-35.6% | $4,779-24.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $72 | $13,328-99.5% | $10,705-99.3% | $10,828-99.3% |