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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 | $17,255 | $183,627-90.6% | $155,602-88.9% | $145,978-88.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.86% | 61.32%-51.5pp | 64.81%-55.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,145 | $5,316-40.8% | $4,675-32.7% | $4,662-32.5% |
| Participant deferral / active EE | $504 | $6,466-92.2% | $5,629-91.0% | $6,690-92.5% |
| Admin fee / account holder | $235 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |