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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 | $6,360 | $102,595-93.8% | $94,057-93.2% | $154,746-95.9% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 21.68% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $782 | $3,147-75.2% | $2,933-73.3% | $4,379-82.1% |
| Participant deferral / active EE | $782 | $5,118-84.7% | $4,709-83.4% | $6,730-88.4% |
| Admin fee / account holder | $13 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |