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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 | $16,181 | $181,062-91.1% | $158,223-89.8% | $155,188-89.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 19.40% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,032 | $4,565-77.4% | $4,109-74.9% | $4,248-75.7% |
| Participant deferral / active EE | $1,112 | $6,134-81.9% | $5,467-79.7% | $6,531-83.0% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |