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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 | $61,108 | $209,422-70.8% | $178,503-65.8% | $158,982-61.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.52% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,268 | $5,707-77.8% | $5,011-74.7% | $4,763-73.4% |
| Participant deferral / active EE | $1,911 | $5,955-67.9% | $5,202-63.3% | $5,983-68.1% |
| Admin fee / account holder | $27 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |