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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 | $16,042 | $181,062-91.1% | $158,223-89.9% | $155,188-89.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 22.03% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $2,453 | $4,565-46.3% | $4,109-40.3% | $4,248-42.3% |
| Participant deferral / active EE | $1,879 | $6,134-69.4% | $5,467-65.6% | $6,531-71.2% |
| Admin fee / account holder | $23 | $18,825-99.9% | $16,047-99.9% | $14,480-99.8% |