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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 | $17,540 | $148,582-88.2% | $135,942-87.1% | $139,456-87.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 39.85% | 79.26%-39.4pp | 68.28%-28.4pp | 373.45%-333.6pp |
| Employer contribution / active EE | $1,521 | $5,245-71.0% | $4,858-68.7% | $4,753-68.0% |
| Participant deferral / active EE | $2,085 | $8,101-74.3% | $7,759-73.1% | $6,711-68.9% |
| Admin fee / account holder | $26 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |