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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 | $19,578 | $134,817-85.5% | $123,973-84.2% | $155,188-87.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 14.04% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,461 | $4,425-67.0% | $4,126-64.6% | $4,248-65.6% |
| Participant deferral / active EE | $1,018 | $5,706-82.2% | $5,247-80.6% | $6,531-84.4% |
| Admin fee / account holder | $17 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |