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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 | $17,487 | $48,053-63.6% | $84,623-79.3% | $72,983-76.0% |
| Participation rate | 96.4% | 57.6%+38.9pp | 68.2%+28.2pp | 69.5%+26.9pp |
| Annual return | 21.49% | 37.39%-15.9pp | 258.77%-237.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,640 | $1,602+252.1% | $2,652+112.6% | $2,440+131.2% |
| Participant deferral / active EE | $366 | $2,681-86.4% | $3,899-90.6% | $3,608-89.9% |
| Admin fee / account holder | $61 | $3,395-98.2% | $4,913-98.8% | $5,124-98.8% |