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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 | $37,404 | $107,368-65.2% | $92,915-59.7% | $152,909-75.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.72% | 145.64%-122.9pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,661 | $4,222-60.7% | $3,653-54.5% | $4,764-65.1% |
| Participant deferral / active EE | $1,300 | $4,848-73.2% | $4,238-69.3% | $5,851-77.8% |
| Admin fee / account holder | $255 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |