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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 | $22,605 | $183,592-87.7% | $155,567-85.5% | $145,959-84.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.72% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,674-76.2% | $4,661-76.1% |
| Participant deferral / active EE | $1,793 | $6,464-72.3% | $5,628-68.1% | $6,689-73.2% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |