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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 | $14,276 | $111,878-87.2% | $93,727-84.8% | $145,897-90.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.52% | 204.28%-193.8pp | 133.83%-123.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $818 | $3,092-73.5% | $2,421-66.2% | $4,663-82.5% |
| Participant deferral / active EE | $1,115 | $4,920-77.3% | $4,417-74.8% | $6,689-83.3% |
| Admin fee / account holder | $97 | $10,256-99.1% | $8,292-98.8% | $13,390-99.3% |