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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 | $25,045 | $107,363-76.7% | $92,909-73.0% | $152,897-83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.07% | 145.63%-124.6pp | 109.44%-88.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,418 | $4,222-42.7% | $3,653-33.8% | $4,764-49.2% |
| Participant deferral / active EE | $976 | $4,848-79.9% | $4,238-77.0% | $5,851-83.3% |
| Admin fee / account holder | $243 | $7,082-96.6% | $5,795-95.8% | $11,599-97.9% |