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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 | $21,175 | $115,780-81.7% | $101,255-79.1% | $158,931-86.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.38% | 56.14%-42.8pp | 46.48%-33.1pp | 302.86%-289.5pp |
| Employer contribution / active EE | $3,751 | $4,175-10.2% | $3,660+2.5% | $4,761-21.2% |
| Participant deferral / active EE | $626 | $4,958-87.4% | $4,370-85.7% | $5,982-89.5% |
| Admin fee / account holder | $180 | $7,246-97.5% | $5,946-97.0% | $11,247-98.4% |