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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 | $68,278 | $180,462-62.2% | $154,111-55.7% | $135,379-49.6% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | 12.47% | 888.17%-875.7pp | 735.18%-722.7pp | 519.79%-507.3pp |
| Employer contribution / active EE | $3,379 | $6,036-44.0% | $5,298-36.2% | $4,779-29.3% |
| Participant deferral / active EE | $559 | $5,806-90.4% | $5,081-89.0% | $5,609-90.0% |
| Admin fee / account holder | $269 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |