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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 | $19,372 | $148,582-87.0% | $135,942-85.7% | $139,456-86.1% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 16.39% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,650 | $8,101-79.6% | $7,759-78.7% | $6,711-75.4% |
| Admin fee / account holder | $82 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |