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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 | $49,118 | $121,701-59.6% | $104,639-53.1% | $158,982-69.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 17.69% | 465.72%-448.0pp | 340.67%-323.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $981 | $3,165-69.0% | $2,682-63.4% | $4,763-79.4% |
| Participant deferral / active EE | $524 | $4,176-87.5% | $3,738-86.0% | $5,983-91.3% |
| Admin fee / account holder | $83 | $7,778-98.9% | $6,465-98.7% | $11,252-99.3% |