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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 | $60,958 | $185,312-67.1% | $161,489-62.3% | $154,746-60.6% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 12.95% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,548 | $4,769-67.5% | $4,268-63.7% | $4,379-64.7% |
| Participant deferral / active EE | $878 | $6,350-86.2% | $5,630-84.4% | $6,730-87.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |