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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 | $18,966 | $183,516-89.7% | $155,534-87.8% | $145,884-87.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.65% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,366 | $5,315-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $1,684 | $6,467-74.0% | $5,630-70.1% | $6,690-74.8% |
| Admin fee / account holder | $102 | $19,293-99.5% | $15,900-99.4% | $13,392-99.2% |