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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 | $30,322 | $118,708-74.5% | $98,920-69.3% | $158,982-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.30% | 372.49%-349.2pp | 196.47%-173.2pp | 302.99%-279.7pp |
| Employer contribution / active EE | $1,208 | $3,334-63.8% | $2,689-55.1% | $4,763-74.6% |
| Participant deferral / active EE | $424 | $5,089-91.7% | $4,245-90.0% | $5,983-92.9% |
| Admin fee / account holder | $21 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |