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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 | $27,900 | $157,296-82.3% | $141,191-80.2% | $152,897-81.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.06% | 64.34%-42.3pp | 71.41%-49.3pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,020 | $5,262-80.6% | $4,736-78.5% | $4,764-78.6% |
| Participant deferral / active EE | $1,881 | $7,111-73.6% | $6,710-72.0% | $5,851-67.9% |
| Admin fee / account holder | $114 | $12,125-99.1% | $10,264-98.9% | $11,599-99.0% |