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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 | $58,940 | $135,956-56.6% | $123,894-52.4% | $273,972-78.5% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $904 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $1,026 | $6,343-83.8% | $5,984-82.9% | $5,287-80.6% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |