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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 | $46,281 | $97,729-52.6% | $83,830-44.8% | $135,379-65.8% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | 4.20% | 1287.52%-1283.3pp | 850.97%-846.8pp | 519.79%-515.6pp |
| Employer contribution / active EE | $815 | $4,222-80.7% | $3,631-77.6% | $4,779-83.0% |
| Participant deferral / active EE | $815 | $4,683-82.6% | $4,082-80.0% | $5,609-85.5% |
| Admin fee / account holder | $120 | $6,674-98.2% | $5,479-97.8% | $10,828-98.9% |