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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 | $113,079 | $99,652+13.5% | $78,778+43.5% | $147,586-23.4% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 12.44% | 47.28%-34.8pp | 35.62%-23.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $4,003 | $2,796+43.2% | $1,986+101.6% | $4,876-17.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26 | $7,155-99.6% | $5,134-99.5% | $10,886-99.8% |