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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 | $25,100 | $124,346-79.8% | $111,308-77.5% | $167,536-85.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 18.42% | 37.45%-19.0pp | 54.67%-36.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $805 | $3,437-76.6% | $2,732-70.6% | $4,839-83.4% |
| Participant deferral / active EE | $913 | $5,182-82.4% | $4,487-79.7% | $6,342-85.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |