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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 | $18,022 | $156,398-88.5% | $147,318-87.8% | $138,895-87.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 21.49% | 78.75%-57.3pp | 70.43%-48.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,841 | $4,853-62.1% | $4,593-59.9% | $4,194-56.1% |
| Participant deferral / active EE | $2,287 | $8,237-72.2% | $7,906-71.1% | $6,396-64.2% |
| Admin fee / account holder | $43 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |