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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 | $19,657 | $110,410-82.2% | $102,437-80.8% | $145,897-86.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 38.58% | 24.85%+13.7pp | 24.95%+13.6pp | 552.29%-513.7pp |
| Employer contribution / active EE | $1,396 | $4,217-66.9% | $3,871-63.9% | $4,663-70.1% |
| Participant deferral / active EE | $1,516 | $5,622-73.0% | $5,060-70.0% | $6,689-77.3% |
| Admin fee / account holder | $246 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |