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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 | $6,427 | $88,778-92.8% | $81,844-92.1% | $145,884-95.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.89% | 1033.03%-1019.1pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $426 | $3,087-86.2% | $2,916-85.4% | $4,662-90.9% |
| Participant deferral / active EE | $588 | $4,648-87.4% | $4,323-86.4% | $6,690-91.2% |
| Admin fee / account holder | $140 | $8,430-98.3% | $7,355-98.1% | $13,392-99.0% |