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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 | $28,272 | $135,645-79.2% | $110,243-74.4% | $135,380-79.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 0.89% | 513.24%-512.3pp | 314.76%-313.9pp | 519.81%-518.9pp |
| Employer contribution / active EE | $1,374 | $4,907-72.0% | $3,827-64.1% | $4,779-71.2% |
| Participant deferral / active EE | $1,013 | $5,507-81.6% | $4,672-78.3% | $5,609-81.9% |
| Admin fee / account holder | $53 | $11,458-99.5% | $8,548-99.4% | $10,828-99.5% |