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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 | $30,818 | $108,911-71.7% | $100,392-69.3% | $145,884-78.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.45% | 58.23%-27.8pp | 49.45%-19.0pp | 551.85%-521.4pp |
| Employer contribution / active EE | $982 | $4,420-77.8% | $3,941-75.1% | $4,662-78.9% |
| Participant deferral / active EE | $1,424 | $8,459-83.2% | $8,090-82.4% | $6,690-78.7% |
| Admin fee / account holder | $235 | $9,698-97.6% | $7,904-97.0% | $13,392-98.2% |