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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 | $183,627-89.7% | $155,602-87.8% | $145,978-87.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.65% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,366 | $5,316-55.5% | $4,675-49.4% | $4,662-49.2% |
| Participant deferral / active EE | $1,684 | $6,466-74.0% | $5,629-70.1% | $6,690-74.8% |
| Admin fee / account holder | $102 | $19,327-99.5% | $15,923-99.4% | $13,400-99.2% |