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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 | $34,415 | $160,040-78.5% | $147,096-76.6% | $145,877-76.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.79% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,330 | $5,289-74.8% | $4,936-73.0% | $4,663-71.5% |
| Participant deferral / active EE | $2,372 | $8,429-71.9% | $8,071-70.6% | $6,691-64.5% |
| Admin fee / account holder | $218 | $15,050-98.5% | $13,005-98.3% | $13,402-98.4% |