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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 | $43,542 | $103,008-57.7% | $90,304-51.8% | $152,897-71.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.41% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $625 | $3,139-80.1% | $2,855-78.1% | $4,764-86.9% |
| Participant deferral / active EE | $625 | $4,281-85.4% | $3,885-83.9% | $5,851-89.3% |
| Admin fee / account holder | $33 | $6,175-99.5% | $5,354-99.4% | $11,599-99.7% |