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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 | $42,439 | $197,819-78.5% | $155,789-72.8% | $125,393-66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.63% | 86.73%-86.1pp | 71.54%-70.9pp | 282.23%-281.6pp |
| Employer contribution / active EE | $4,257 | $4,850-12.2% | $3,839+10.9% | $4,866-12.5% |
| Participant deferral / active EE | $360 | $5,631-93.6% | $4,798-92.5% | $5,351-93.3% |
| Admin fee / account holder | $63 | $9,544-99.3% | $7,477-99.2% | $9,541-99.3% |