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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 | $161,126 | $165,361-2.6% | $149,715+7.6% | $158,950+1.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 13.58% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $1,136 | $5,103-77.7% | $4,645-75.5% | $4,762-76.1% |
| Participant deferral / active EE | $2,329 | $7,182-67.6% | $6,842-66.0% | $5,983-61.1% |
| Admin fee / account holder | $29 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |