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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 | $24,339 | $109,967-77.9% | $97,197-75.0% | $145,877-83.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 10.88% | 244.27%-233.4pp | 75.47%-64.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,047 | $3,077-66.0% | $2,723-61.6% | $4,663-77.5% |
| Participant deferral / active EE | $609 | $4,676-87.0% | $4,263-85.7% | $6,691-90.9% |
| Admin fee / account holder | $94 | $6,199-98.5% | $5,637-98.3% | $13,402-99.3% |