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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 | $169,336-91.1% | $129,384-88.3% | $145,884-89.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 11.25% | 14408.70%-14397.5pp | 9461.77%-9450.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $310 | $5,540-94.4% | $4,153-92.5% | $4,662-93.4% |
| Participant deferral / active EE | $251 | $4,985-95.0% | $4,166-94.0% | $6,690-96.2% |
| Admin fee / account holder | $220 | $9,912-97.8% | $7,686-97.1% | $13,392-98.4% |