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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 | $33,497 | $103,393-67.6% | $87,103-61.5% | $152,909-78.1% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,153 | $3,221+28.9% | $2,521+64.7% | $4,764-12.8% |
| Participant deferral / active EE | $924 | $4,778-80.7% | $4,049-77.2% | $5,851-84.2% |
| Admin fee / account holder | $237 | $12,195-98.1% | $7,491-96.8% | $11,601-98.0% |