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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 | $66,727 | $157,304-57.6% | $141,197-52.7% | $152,909-56.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 21.20% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,281 | $5,263-75.7% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $757 | $7,111-89.4% | $6,710-88.7% | $5,851-87.1% |
| Admin fee / account holder | $88 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |