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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 | $22,394 | $69,515-67.8% | $86,868-74.2% | $85,856-73.9% |
| Participation rate | 79.1% | 66.3%+12.7pp | 71.6%+7.4pp | 69.3%+9.8pp |
| Annual return | 27.35% | 20.12%+7.2pp | 63.53%-36.2pp | 318.58%-291.2pp |
| Employer contribution / active EE | $3,192 | $1,880+69.8% | $2,496+27.9% | $2,565+24.4% |
| Participant deferral / active EE | $1,041 | $2,919-64.3% | $3,699-71.8% | $3,952-73.6% |
| Admin fee / account holder | $14 | $5,972-99.8% | $5,829-99.8% | $6,261-99.8% |