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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 | $49,645 | $157,304-68.4% | $141,197-64.8% | $152,909-67.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,552 | $5,263-70.5% | $4,736-67.2% | $4,764-67.4% |
| Participant deferral / active EE | $1,909 | $7,111-73.2% | $6,710-71.5% | $5,851-67.4% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |