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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 | $62,279 | $92,219-32.5% | $76,766-18.9% | $135,382-54.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 30.47% | 5.46%+25.0pp | 2.43%+28.0pp | 519.77%-489.3pp |
| Employer contribution / active EE | $1,844 | $3,216-42.7% | $2,485-25.8% | $4,779-61.4% |
| Participant deferral / active EE | $478 | $4,508-89.4% | $3,851-87.6% | $5,609-91.5% |
| Admin fee / account holder | $157 | $10,749-98.5% | $6,675-97.7% | $10,829-98.6% |