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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 | $33,811 | $85,766-60.6% | $136,298-75.2% | $70,126-51.8% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 26.29% | 31.46%-5.2pp | 5156.27%-5130.0pp | 73.15%-46.9pp |
| Employer contribution / active EE | $1,617 | $2,966-45.5% | $4,696-65.6% | $2,343-31.0% |
| Participant deferral / active EE | $2,003 | $5,051-60.4% | $6,247-67.9% | $3,332-39.9% |
| Admin fee / account holder | $160 | $5,421-97.1% | $9,244-98.3% | $4,645-96.6% |