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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 | $50,894 | $157,296-67.6% | $141,191-64.0% | $152,897-66.7% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.9pp |
| Annual return | 21.84% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $7,319 | $5,262+39.1% | $4,736+54.5% | $4,764+53.6% |
| Participant deferral / active EE | $1,541 | $7,111-78.3% | $6,710-77.0% | $5,851-73.7% |
| Admin fee / account holder | $93 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |