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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 | $72,666 | $118,877-38.9% | $96,570-24.8% | $167,536-56.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 21.81% | 50.50%-28.7pp | 37.79%-16.0pp | 478.82%-457.0pp |
| Employer contribution / active EE | $1,506 | $3,121-51.7% | $2,357-36.1% | $4,839-68.9% |
| Participant deferral / active EE | $1,100 | $4,617-76.2% | $3,849-71.4% | $6,342-82.7% |
| Admin fee / account holder | $270 | $8,069-96.7% | $6,182-95.6% | $12,315-97.8% |