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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 | $22,997 | $111,785-79.4% | $93,669-75.4% | $145,877-84.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.38% | 203.79%-195.4pp | 133.59%-125.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $683 | $3,096-77.9% | $2,424-71.8% | $4,663-85.3% |
| Participant deferral / active EE | $874 | $4,919-82.2% | $4,416-80.2% | $6,691-86.9% |
| Admin fee / account holder | $239 | $10,256-97.7% | $8,291-97.1% | $13,402-98.2% |