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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 | $72,040 | $107,363-32.9% | $92,909-22.5% | $152,897-52.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 20.51% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,122 | $4,222-73.4% | $3,653-69.3% | $4,764-76.4% |
| Participant deferral / active EE | $1,264 | $4,848-73.9% | $4,238-70.2% | $5,851-78.4% |
| Admin fee / account holder | $113 | $7,082-98.4% | $5,795-98.1% | $11,599-99.0% |