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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 | $22,067 | $155,555-85.8% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 24.08% | 115.41%-91.3pp | 102.85%-78.8pp | 148.84%-124.8pp |
| Employer contribution / active EE | $1,828 | $4,647-60.7% | $4,425-58.7% | $4,248-57.0% |
| Participant deferral / active EE | $2,149 | $8,044-73.3% | $7,759-72.3% | $6,531-67.1% |
| Admin fee / account holder | $16 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |