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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 | $37,880 | $112,131-66.2% | $95,964-60.5% | $158,982-76.2% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 16.06% | 171.19%-155.1pp | 91.64%-75.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,064 | $3,199-66.7% | $2,541-58.1% | $4,763-77.7% |
| Participant deferral / active EE | $1,403 | $4,784-70.7% | $4,167-66.3% | $5,983-76.5% |
| Admin fee / account holder | $147 | $10,136-98.6% | $6,797-97.8% | $11,252-98.7% |