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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 | $51,037 | $209,847-75.7% | $189,520-73.1% | $167,518-69.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 15.48% | 748.45%-733.0pp | 555.25%-539.8pp | 478.71%-463.2pp |
| Employer contribution / active EE | $4,276 | $6,913-38.2% | $6,161-30.6% | $4,838-11.6% |
| Participant deferral / active EE | $2,580 | $8,934-71.1% | $8,220-68.6% | $6,342-59.3% |
| Admin fee / account holder | $294 | $14,295-97.9% | $12,046-97.6% | $12,312-97.6% |