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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 | $29,697 | $77,449-61.7% | $69,483-57.3% | $152,909-80.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 25.18% | 39.09%-13.9pp | 28.99%-3.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,824 | $3,316-45.0% | $2,780-34.4% | $4,764-61.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32 | $6,210-99.5% | $3,841-99.2% | $11,601-99.7% |