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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 | $35,675 | $180,461-80.2% | $154,110-76.9% | $135,381-73.6% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | 4.50% | 888.23%-883.7pp | 735.22%-730.7pp | 519.81%-515.3pp |
| Employer contribution / active EE | $2,315 | $6,035-61.6% | $5,298-56.3% | $4,779-51.6% |
| Participant deferral / active EE | $1,779 | $5,806-69.4% | $5,081-65.0% | $5,609-68.3% |
| Admin fee / account holder | $122 | $16,146-99.2% | $13,412-99.1% | $10,828-98.9% |