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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 | $31,312 | $105,145-70.2% | $94,664-66.9% | $139,466-77.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 26.50% | 38.09%-11.6pp | 156.84%-130.3pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,353 | $4,107-67.1% | $3,673-63.2% | $4,754-71.5% |
| Participant deferral / active EE | $1,232 | $7,599-83.8% | $7,417-83.4% | $6,712-81.6% |
| Admin fee / account holder | $20 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |