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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 | $40,752 | $127,790-68.1% | $106,555-61.8% | $167,536-75.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.27% | 33.88%-17.6pp | 26.80%-10.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $837 | $3,428-75.6% | $2,819-70.3% | $4,839-82.7% |
| Participant deferral / active EE | $409 | $5,088-92.0% | $4,399-90.7% | $6,342-93.6% |
| Admin fee / account holder | $26 | $11,229-99.8% | $7,408-99.6% | $12,315-99.8% |