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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 | $20,361 | $183,539-88.9% | $155,556-86.9% | $145,897-86.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.39% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,114 | $5,315-79.0% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $1,827 | $6,467-71.7% | $5,631-67.5% | $6,689-72.7% |
| Admin fee / account holder | $3 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |