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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 | $35,255 | $117,895-70.1% | $102,460-65.6% | $145,897-75.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 60.22% | 31.92%+28.3pp | 29.47%+30.7pp | 552.29%-492.1pp |
| Employer contribution / active EE | $877 | $3,619-75.8% | $3,025-71.0% | $4,663-81.2% |
| Participant deferral / active EE | $1,429 | $5,736-75.1% | $5,056-71.7% | $6,689-78.6% |
| Admin fee / account holder | $145 | $13,353-98.9% | $9,460-98.5% | $13,390-98.9% |