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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 | $23,179 | $138,078-83.2% | $125,363-81.5% | $134,509-82.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 2.50% | 750.49%-748.0pp | 572.15%-569.6pp | 418.13%-415.6pp |
| Employer contribution / active EE | $1,433 | $5,245-72.7% | $4,815-70.2% | $4,741-69.8% |
| Participant deferral / active EE | $1,890 | $7,800-75.8% | $7,447-74.6% | $6,400-70.5% |
| Admin fee / account holder | $122 | $11,566-98.9% | $10,005-98.8% | $11,427-98.9% |