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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 | $24,749 | $95,406-74.1% | $185,849-86.7% | $85,847-71.2% |
| Participation rate | 79.3% | 68.8%+10.5pp | 81.7%-2.4pp | 69.3%+9.9pp |
| Annual return | 18.25% | 23.59%-5.3pp | 122.10%-103.8pp | 318.61%-300.4pp |
| Employer contribution / active EE | $384 | $3,314-88.4% | $5,169-92.6% | $2,565-85.0% |
| Participant deferral / active EE | $843 | $3,424-75.4% | $5,569-84.9% | $3,952-78.7% |
| Admin fee / account holder | $104 | $7,214-98.6% | $16,244-99.4% | $6,261-98.3% |