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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 | $38,776 | $180,459-78.5% | $154,108-74.8% | $135,380-71.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 13.21% | 888.21%-875.0pp | 735.21%-722.0pp | 519.81%-506.6pp |
| Employer contribution / active EE | $1,839 | $6,035-69.5% | $5,298-65.3% | $4,779-61.5% |
| Participant deferral / active EE | $1,465 | $5,806-74.8% | $5,081-71.2% | $5,609-73.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |