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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 | $30,607 | $157,304-80.5% | $141,197-78.3% | $152,909-80.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 30.34% | 64.34%-34.0pp | 71.41%-41.1pp | 345.46%-315.1pp |
| Employer contribution / active EE | $3,317 | $5,263-37.0% | $4,736-30.0% | $4,764-30.4% |
| Participant deferral / active EE | $2,065 | $7,111-71.0% | $6,710-69.2% | $5,851-64.7% |
| Admin fee / account holder | $282 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |