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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 | $17,201 | $129,737-86.7% | $119,126-85.6% | $154,746-88.9% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 17.22% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,241 | $4,375-71.6% | $4,034-69.2% | $4,379-71.7% |
| Participant deferral / active EE | $1,661 | $5,842-71.6% | $5,318-68.8% | $6,730-75.3% |
| Admin fee / account holder | $228 | $11,961-98.1% | $10,693-97.9% | $14,365-98.4% |