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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 | $42,778 | $165,381-74.1% | $149,730-71.4% | $158,966-73.1% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 11.05% | 348.29%-337.2pp | 276.70%-265.7pp | 302.95%-291.9pp |
| Employer contribution / active EE | $4,319 | $5,104-15.4% | $4,645-7.0% | $4,762-9.3% |
| Participant deferral / active EE | $1,782 | $7,182-75.2% | $6,843-74.0% | $5,983-70.2% |
| Admin fee / account holder | $55 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |