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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 | $45,024 | $175,259-74.3% | $149,723-69.9% | $139,487-67.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 20.66% | 166.82%-146.2pp | 134.50%-113.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,173 | $5,478-60.3% | $4,821-54.9% | $4,755-54.3% |
| Participant deferral / active EE | $425 | $6,522-93.5% | $5,682-92.5% | $6,713-93.7% |
| Admin fee / account holder | $148 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |