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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 | $65,240 | $93,346-30.1% | $71,796-9.1% | $273,972-76.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 13.24% | 130.39%-117.1pp | 78.04%-64.8pp | 41.46%-28.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $175 | $3,475-95.0% | $2,794-93.8% | $5,287-96.7% |
| Admin fee / account holder | $116 | $6,571-98.2% | $4,815-97.6% | $10,133-98.9% |