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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 | $11,923 | $77,419-84.6% | $69,461-82.8% | $152,885-92.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 74.6%+18.7pp | 82.5%+10.9pp |
| Annual return | 18.85% | 39.07%-20.2pp | 28.97%-10.1pp | 345.39%-326.5pp |
| Employer contribution / active EE | $1,245 | $3,315-62.4% | $2,779-55.2% | $4,763-73.9% |
| Participant deferral / active EE | $851 | $4,414-80.7% | $3,536-75.9% | $5,851-85.4% |
| Admin fee / account holder | $116 | $6,207-98.1% | $3,840-97.0% | $11,598-99.0% |