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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 | $111,878-79.4% | $93,727-75.5% | $145,897-84.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.38% | 204.28%-195.9pp | 133.83%-125.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $683 | $3,092-77.9% | $2,421-71.8% | $4,663-85.3% |
| Participant deferral / active EE | $874 | $4,920-82.2% | $4,417-80.2% | $6,689-86.9% |
| Admin fee / account holder | $239 | $10,256-97.7% | $8,292-97.1% | $13,390-98.2% |