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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 | $21,550 | $108,897-80.2% | $100,378-78.5% | $145,877-85.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 35.01% | 58.17%-23.2pp | 49.41%-14.4pp | 551.28%-516.3pp |
| Employer contribution / active EE | $2,020 | $4,420-54.3% | $3,942-48.8% | $4,663-56.7% |
| Participant deferral / active EE | $2,020 | $8,455-76.1% | $8,087-75.0% | $6,691-69.8% |
| Admin fee / account holder | $9 | $9,690-99.9% | $7,899-99.9% | $13,402-99.9% |