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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 | $10,911 | $67,823-83.9% | $52,425-79.2% | $137,256-92.1% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 11.92% | 219.11%-207.2pp | 302.12%-290.2pp | 220.34%-208.4pp |
| Employer contribution / active EE | $152 | $1,163-86.9% | $914-83.3% | $4,156-96.3% |
| Participant deferral / active EE | $182 | $2,288-92.0% | $1,790-89.8% | $6,407-97.2% |
| Admin fee / account holder | $139 | $2,844-95.1% | $2,495-94.4% | $12,270-98.9% |