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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 | $34,563 | $196,972-82.5% | $182,262-81.0% | $198,609-82.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.50% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,118 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $1,812 | $8,643-79.0% | $8,276-78.1% | $6,977-74.0% |
| Admin fee / account holder | $73 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |