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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 | $40,983 | $107,941-62.0% | $91,994-55.5% | $152,909-73.2% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 21.56% | 89.28%-67.7pp | 69.04%-47.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $521 | $4,212-87.6% | $3,453-84.9% | $4,764-89.1% |
| Participant deferral / active EE | $1,369 | $6,366-78.5% | $5,924-76.9% | $5,851-76.6% |
| Admin fee / account holder | $240 | $10,521-97.7% | $7,744-96.9% | $11,601-97.9% |