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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 | $25,720 | $108,226-76.2% | $77,513-66.8% | $158,950-83.8% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 134.32% | 31.67%+102.6pp | 54.81%+79.5pp | 302.91%-168.6pp |
| Employer contribution / active EE | $1,218 | $1,325-8.1% | $987+23.5% | $4,762-74.4% |
| Participant deferral / active EE | $51 | $2,456-97.9% | $1,861-97.3% | $5,983-99.2% |
| Admin fee / account holder | $203 | $3,710-94.5% | $2,859-92.9% | $11,248-98.2% |