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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 | $46,620 | $198,457-76.5% | $170,435-72.6% | $147,586-68.4% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 11.23% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.4pp |
| Employer contribution / active EE | $3,253 | $6,183-47.4% | $5,432-40.1% | $4,876-33.3% |
| Participant deferral / active EE | $1,614 | $5,629-71.3% | $4,939-67.3% | $5,439-70.3% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |