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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 | $32,363 | $72,426-55.3% | $67,560-52.1% | $145,897-77.8% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 25.76% | 7226.78%-7201.0pp | 3533.50%-3507.7pp | 552.29%-526.5pp |
| Employer contribution / active EE | $2,858 | $3,074-7.1% | $2,737+4.4% | $4,663-38.7% |
| Participant deferral / active EE | $750 | $4,785-84.3% | $4,004-81.3% | $6,689-88.8% |
| Admin fee / account holder | $239 | $5,514-95.7% | $3,994-94.0% | $13,390-98.2% |