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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 | $40,482 | $138,076-70.7% | $123,553-67.2% | $135,380-70.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.60% | 153.70%-144.1pp | 119.21%-109.6pp | 519.81%-510.2pp |
| Employer contribution / active EE | $1,861 | $5,152-63.9% | $4,628-59.8% | $4,779-61.1% |
| Participant deferral / active EE | $2,018 | $6,800-70.3% | $6,426-68.6% | $5,609-64.0% |
| Admin fee / account holder | $292 | $10,917-97.3% | $9,284-96.9% | $10,828-97.3% |