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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 | $5,569 | $97,125-94.3% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 20.80% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $359 | $2,841-87.4% | $2,504-85.7% | $4,156-91.4% |
| Participant deferral / active EE | $494 | $5,180-90.5% | $4,559-89.2% | $6,407-92.3% |
| Admin fee / account holder | $25 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |