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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 | $121,637-59.6% | $104,605-53.0% | $158,931-69.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 17.69% | 465.32%-447.6pp | 340.46%-322.8pp | 302.86%-285.2pp |
| Employer contribution / active EE | $981 | $3,163-69.0% | $2,681-63.4% | $4,761-79.4% |
| Participant deferral / active EE | $524 | $4,177-87.5% | $3,739-86.0% | $5,982-91.2% |
| Admin fee / account holder | $83 | $7,788-98.9% | $6,473-98.7% | $11,247-99.3% |