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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 | $41,279 | $58,828-29.8% | $78,002-47.1% | $62,881-34.4% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 8.39% | 17.16%-8.8pp | 425.99%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,533 | $1,672-8.3% | $2,470-38.0% | $2,281-32.8% |
| Participant deferral / active EE | $1,071 | $2,686-60.1% | $3,497-69.4% | $3,203-66.5% |
| Admin fee / account holder | $9 | $4,393-99.8% | $5,481-99.8% | $4,296-99.8% |