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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 | $36,788 | $165,399-77.8% | $149,745-75.4% | $158,982-76.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 24.63% | 348.34%-323.7pp | 276.72%-252.1pp | 302.99%-278.4pp |
| Employer contribution / active EE | $1,981 | $5,105-61.2% | $4,646-57.4% | $4,763-58.4% |
| Participant deferral / active EE | $1,132 | $7,183-84.2% | $6,843-83.5% | $5,983-81.1% |
| Admin fee / account holder | $87 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |