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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 | $9,369 | $114,119-91.8% | $107,187-91.3% | $138,895-93.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 22.40% | 273.21%-250.8pp | 204.55%-182.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,030 | $4,059-74.6% | $3,782-72.8% | $4,194-75.5% |
| Participant deferral / active EE | $1,422 | $5,538-74.3% | $5,096-72.1% | $6,396-77.8% |
| Admin fee / account holder | $11 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |