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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 | $38,921 | $148,623-73.8% | $135,974-71.4% | $139,466-72.1% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 18.74% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $7,190 | $5,246+37.0% | $4,859+48.0% | $4,754+51.2% |
| Participant deferral / active EE | $872 | $8,103-89.2% | $7,760-88.8% | $6,712-87.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |