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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 | $117,829-70.1% | $102,423-65.6% | $145,877-75.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 60.22% | 31.83%+28.4pp | 29.42%+30.8pp | 551.28%-491.1pp |
| Employer contribution / active EE | $877 | $3,615-75.8% | $3,023-71.0% | $4,663-81.2% |
| Participant deferral / active EE | $1,429 | $5,732-75.1% | $5,054-71.7% | $6,691-78.6% |
| Admin fee / account holder | $145 | $13,335-98.9% | $9,455-98.5% | $13,402-98.9% |