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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 | $63,737 | $228,395-72.1% | $185,861-65.7% | $158,982-59.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.24% | 40.82%-22.6pp | 35.96%-17.7pp | 302.99%-284.8pp |
| Employer contribution / active EE | $4,913 | $4,968-1.1% | $4,088+20.2% | $4,763+3.2% |
| Participant deferral / active EE | $650 | $6,417-89.9% | $5,634-88.5% | $5,983-89.1% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |