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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 | $15,134 | $169,361-91.1% | $129,397-88.3% | $145,877-89.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 11.25% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $310 | $5,542-94.4% | $4,154-92.5% | $4,663-93.4% |
| Participant deferral / active EE | $251 | $4,987-95.0% | $4,167-94.0% | $6,691-96.2% |
| Admin fee / account holder | $220 | $9,903-97.8% | $7,679-97.1% | $13,402-98.4% |