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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 | $39,336 | $160,028-75.4% | $147,080-73.3% | $145,884-73.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.63% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,226 | $5,286-57.9% | $4,933-54.9% | $4,662-52.3% |
| Participant deferral / active EE | $2,301 | $8,422-72.7% | $8,066-71.5% | $6,690-65.6% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |