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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 | $15,457 | $181,062-91.5% | $158,223-90.2% | $155,188-90.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 22.43% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,693 | $4,565-62.9% | $4,109-58.8% | $4,248-60.2% |
| Participant deferral / active EE | $1,693 | $6,134-72.4% | $5,467-69.0% | $6,531-74.1% |
| Admin fee / account holder | $30 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |