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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 | $46,346 | $168,636-72.5% | $147,618-68.6% | $125,388-63.0% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 3.35% | 77.65%-74.3pp | 61.98%-58.6pp | 282.24%-278.9pp |
| Employer contribution / active EE | $3,883 | $6,252-37.9% | $5,565-30.2% | $4,866-20.2% |
| Participant deferral / active EE | $1,331 | $5,507-75.8% | $4,895-72.8% | $5,352-75.1% |
| Admin fee / account holder | -$414 | $13,580-103.0% | $11,612-103.6% | $9,541-104.3% |