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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 | $14,276 | $111,830-87.2% | $93,696-84.8% | $145,884-90.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.52% | 204.08%-193.6pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $818 | $3,093-73.6% | $2,422-66.2% | $4,662-82.5% |
| Participant deferral / active EE | $1,115 | $4,920-77.3% | $4,417-74.8% | $6,690-83.3% |
| Admin fee / account holder | $97 | $10,249-99.1% | $8,287-98.8% | $13,392-99.3% |