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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 | $34,008 | $108,922-68.8% | $100,398-66.1% | $145,978-76.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 58.04%-40.0pp | 49.32%-31.3pp | 550.52%-532.5pp |
| Employer contribution / active EE | $3,550 | $4,426-19.8% | $3,946-10.0% | $4,662-23.8% |
| Participant deferral / active EE | $1,483 | $8,450-82.5% | $8,084-81.7% | $6,690-77.8% |
| Admin fee / account holder | $25 | $9,680-99.7% | $7,893-99.7% | $13,400-99.8% |