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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 | $38,811 | $107,941-64.0% | $91,994-57.8% | $152,909-74.6% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 20.54% | 89.28%-68.7pp | 69.04%-48.5pp | 345.46%-324.9pp |
| Employer contribution / active EE | $3,078 | $4,212-26.9% | $3,453-10.8% | $4,764-35.4% |
| Participant deferral / active EE | $682 | $6,366-89.3% | $5,924-88.5% | $5,851-88.3% |
| Admin fee / account holder | $101 | $10,521-99.0% | $7,744-98.7% | $11,601-99.1% |