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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 | $155,555-86.9% | $146,866-86.1% | $155,188-86.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 19.98% | 115.41%-95.4pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,622 | $4,647-65.1% | $4,425-63.3% | $4,248-61.8% |
| Participant deferral / active EE | $2,294 | $8,044-71.5% | $7,759-70.4% | $6,531-64.9% |
| Admin fee / account holder | $36 | $14,755-99.8% | $13,620-99.7% | $14,480-99.7% |