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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 | $45,374 | $196,972-77.0% | $182,262-75.1% | $198,609-77.2% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 18.56% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,416 | $5,364-73.6% | $5,046-71.9% | $5,055-72.0% |
| Participant deferral / active EE | $2,583 | $8,643-70.1% | $8,276-68.8% | $6,977-63.0% |
| Admin fee / account holder | $269 | $18,429-98.5% | $16,712-98.4% | $19,030-98.6% |