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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 | $48,710 | $175,259-72.2% | $149,723-67.5% | $139,487-65.1% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.00% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $3,386 | $5,478-38.2% | $4,821-29.8% | $4,755-28.8% |
| Participant deferral / active EE | $344 | $6,522-94.7% | $5,682-93.9% | $6,713-94.9% |
| Admin fee / account holder | $15 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |