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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 | $14,334 | $174,379-91.8% | $152,093-90.6% | $138,895-89.7% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 16.90% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,180 | $4,652-74.6% | $4,175-71.7% | $4,194-71.9% |
| Participant deferral / active EE | $1,378 | $6,159-77.6% | $5,451-74.7% | $6,396-78.5% |
| Admin fee / account holder | $110 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |