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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 | $31,028 | $176,105-82.4% | $159,474-80.5% | $167,536-81.5% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.03% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,278 | $5,299-75.9% | $4,831-73.5% | $4,839-73.6% |
| Participant deferral / active EE | $1,957 | $7,751-74.8% | $7,353-73.4% | $6,342-69.1% |
| Admin fee / account holder | $64 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |