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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 | $25,084 | $89,370-71.9% | $141,197-82.2% | $72,976-65.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 41.69% | 111.88%-70.2pp | 71.41%-29.7pp | 81.02%-39.3pp |
| Employer contribution / active EE | $918 | $3,115-70.5% | $4,736-80.6% | $2,440-62.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $281 | $5,957-95.3% | $10,265-97.3% | $5,124-94.5% |