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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 | $57,739 | $165,361-65.1% | $149,715-61.4% | $158,950-63.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 8.99% | 348.24%-339.2pp | 276.66%-267.7pp | 302.91%-293.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,439 | $7,182-80.0% | $6,842-79.0% | $5,983-75.9% |
| Admin fee / account holder | $30 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |