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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 | $58,277 | $209,425-72.2% | $178,499-67.4% | $158,966-63.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.11% | 188.80%-170.7pp | 151.10%-133.0pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,240 | $5,707-78.3% | $5,011-75.2% | $4,762-74.0% |
| Participant deferral / active EE | $1,436 | $5,955-75.9% | $5,202-72.4% | $5,983-76.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |