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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 | $35,647 | $106,236-66.4% | $96,496-63.1% | $139,427-74.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.71% | 38.43%-22.7pp | 35.70%-20.0pp | 373.27%-357.6pp |
| Employer contribution / active EE | $2,503 | $4,104-39.0% | $3,738-33.0% | $4,752-47.3% |
| Participant deferral / active EE | $628 | $5,455-88.5% | $4,879-87.1% | $6,711-90.6% |
| Admin fee / account holder | $284 | $7,879-96.4% | $6,731-95.8% | $11,404-97.5% |