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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 | $47,687 | $159,978-70.2% | $147,041-67.6% | $145,978-67.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.46% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,339 | $5,288-55.8% | $4,935-52.6% | $4,662-49.8% |
| Participant deferral / active EE | $2,341 | $8,429-72.2% | $8,071-71.0% | $6,690-65.0% |
| Admin fee / account holder | $252 | $15,053-98.3% | $13,006-98.1% | $13,400-98.1% |