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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 | $17,259 | $107,941-84.0% | $91,994-81.2% | $152,897-88.7% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | 26.43% | 89.28%-62.8pp | 69.04%-42.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $821 | $4,212-80.5% | $3,453-76.2% | $4,764-82.8% |
| Participant deferral / active EE | $1,611 | $6,366-74.7% | $5,924-72.8% | $5,851-72.5% |
| Admin fee / account holder | $23 | $10,521-99.8% | $7,744-99.7% | $11,599-99.8% |