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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 | $38,036 | $185,312-79.5% | $161,489-76.4% | $154,746-75.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.21% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,190 | $4,769-75.0% | $4,268-72.1% | $4,379-72.8% |
| Participant deferral / active EE | $1,190 | $6,350-81.3% | $5,630-78.9% | $6,730-82.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |