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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 | $18,520 | $129,737-85.7% | $119,126-84.5% | $154,746-88.0% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 15.87% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,217 | $4,375-72.2% | $4,034-69.8% | $4,379-72.2% |
| Participant deferral / active EE | $1,333 | $5,842-77.2% | $5,318-74.9% | $6,730-80.2% |
| Admin fee / account holder | $203 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |