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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 | $79,624 | $63,346+25.7% | $92,240-13.7% | $70,126+13.5% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 13.45% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $620 | $2,471-74.9% | $3,680-83.2% | $2,343-73.5% |
| Participant deferral / active EE | $991 | $2,854-65.3% | $3,897-74.6% | $3,332-70.2% |
| Admin fee / account holder | $45 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |