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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 | $60,591 | $183,539-67.0% | $155,556-61.0% | $145,897-58.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.04% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,180 | $5,315-77.8% | $4,675-74.8% | $4,663-74.7% |
| Participant deferral / active EE | $128 | $6,467-98.0% | $5,631-97.7% | $6,689-98.1% |
| Admin fee / account holder | $277 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |