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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 | $19,578 | $129,737-84.9% | $119,126-83.6% | $154,746-87.3% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 14.04% | 379.08%-365.0pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,461 | $4,375-66.6% | $4,034-63.8% | $4,379-66.6% |
| Participant deferral / active EE | $1,018 | $5,842-82.6% | $5,318-80.9% | $6,730-84.9% |
| Admin fee / account holder | $17 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |