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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 | $40,757 | $129,959-68.6% | $104,301-60.9% | $134,532-69.7% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $910 | $4,185-78.3% | $3,373-73.0% | $4,741-80.8% |
| Participant deferral / active EE | $1,044 | $5,589-81.3% | $4,626-77.4% | $6,401-83.7% |
| Admin fee / account holder | $286 | $9,325-96.9% | $7,340-96.1% | $11,429-97.5% |