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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 | $20,434 | $162,136-87.4% | $152,301-86.6% | $154,746-86.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 19.98% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,622 | $4,890-66.8% | $4,624-64.9% | $4,379-63.0% |
| Participant deferral / active EE | $2,294 | $8,341-72.5% | $8,004-71.3% | $6,730-65.9% |
| Admin fee / account holder | $36 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |