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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 | $51,835 | $102,938-49.6% | $94,105-44.9% | $138,895-62.7% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 16.97% | 250.28%-233.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $500 | $2,732-81.7% | $2,504-80.0% | $4,194-88.1% |
| Participant deferral / active EE | $150 | $4,196-96.4% | $3,881-96.1% | $6,396-97.7% |
| Admin fee / account holder | $20 | $6,600-99.7% | $6,199-99.7% | $12,562-99.8% |