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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 | $44,423 | $157,304-71.8% | $141,197-68.5% | $152,909-70.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 21.45% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,251 | $5,263-76.2% | $4,736-73.6% | $4,764-73.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $156 | $12,126-98.7% | $10,265-98.5% | $11,601-98.7% |