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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 | $39,303 | $152,619-74.2% | $125,195-68.6% | $152,909-74.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 27.98% | 54.85%-26.9pp | 43.79%-15.8pp | 345.46%-317.5pp |
| Employer contribution / active EE | $1,637 | $4,947-66.9% | $3,866-57.7% | $4,764-65.6% |
| Participant deferral / active EE | $1,648 | $5,869-71.9% | $4,937-66.6% | $5,851-71.8% |
| Admin fee / account holder | $241 | $13,437-98.2% | $9,704-97.5% | $11,601-97.9% |