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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 | $49,525 | $138,072-64.1% | $123,549-59.9% | $135,382-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.90% | 153.69%-148.8pp | 119.20%-114.3pp | 519.77%-514.9pp |
| Employer contribution / active EE | $1,328 | $5,152-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $1,832 | $6,799-73.0% | $6,426-71.5% | $5,609-67.3% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |