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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 | $114,201 | $169,161-32.5% | $129,295-11.7% | $145,959-21.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 14.18% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,432 | $5,543-38.1% | $4,157-17.4% | $4,661-26.4% |
| Participant deferral / active EE | $195 | $4,989-96.1% | $4,169-95.3% | $6,689-97.1% |
| Admin fee / account holder | $71 | $9,878-99.3% | $7,665-99.1% | $13,398-99.5% |