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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 | $33,648 | $160,040-79.0% | $147,096-77.1% | $145,877-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.24% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,933 | $5,289-63.5% | $4,936-60.8% | $4,663-58.5% |
| Participant deferral / active EE | $2,201 | $8,429-73.9% | $8,071-72.7% | $6,691-67.1% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |