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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 | $94,443 | $165,381-42.9% | $149,730-36.9% | $158,966-40.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.05% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $2,166 | $5,104-57.6% | $4,645-53.4% | $4,762-54.5% |
| Participant deferral / active EE | $2,155 | $7,182-70.0% | $6,843-68.5% | $5,983-64.0% |
| Admin fee / account holder | $18 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |