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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 | $57,503 | $48,337+19.0% | $67,560-14.9% | $80,959-29.0% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.7%+30.4pp |
| Annual return | 12.97% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $709 | $2,023-64.9% | $2,737-74.1% | $2,757-74.3% |
| Participant deferral / active EE | $709 | $2,928-75.8% | $4,004-82.3% | $4,300-83.5% |
| Admin fee / account holder | $68 | $3,695-98.2% | $3,994-98.3% | $6,925-99.0% |