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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 | $63,916 | $160,028-60.1% | $147,080-56.5% | $145,884-56.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.44% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,195 | $5,286-77.4% | $4,933-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $1,401 | $8,422-83.4% | $8,066-82.6% | $6,690-79.1% |
| Admin fee / account holder | $134 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |