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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 | $64,233 | $107,368-40.2% | $92,915-30.9% | $152,909-58.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 25.08% | 145.64%-120.6pp | 109.45%-84.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,020 | $4,222-75.9% | $3,653-72.1% | $4,764-78.6% |
| Participant deferral / active EE | $1,184 | $4,848-75.6% | $4,238-72.1% | $5,851-79.8% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |