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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 | $30,479 | $105,145-71.0% | $94,664-67.8% | $139,466-78.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.91% | 38.09%-14.2pp | 156.84%-132.9pp | 373.66%-349.8pp |
| Employer contribution / active EE | $3,902 | $4,107-5.0% | $3,673+6.2% | $4,754-17.9% |
| Participant deferral / active EE | $1,966 | $7,599-74.1% | $7,417-73.5% | $6,712-70.7% |
| Admin fee / account holder | $6 | $8,972-99.9% | $7,222-99.9% | $11,409-100.0% |