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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 | $13,187 | $65,440-79.8% | $98,506-86.6% | $85,851-84.6% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.3%+0.7pp |
| Annual return | 13.93% | 21.75%-7.8pp | 1494.92%-1481.0pp | 318.63%-304.7pp |
| Employer contribution / active EE | $303 | $2,169-86.0% | $2,961-89.8% | $2,565-88.2% |
| Participant deferral / active EE | $840 | $3,168-73.5% | $4,277-80.4% | $3,952-78.7% |
| Admin fee / account holder | $266 | $4,596-94.2% | $5,955-95.5% | $6,261-95.7% |