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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 | $49,787 | $183,539-72.9% | $155,556-68.0% | $145,897-65.9% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 10.58% | 61.31%-50.7pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,744 | $5,315-48.4% | $4,675-41.3% | $4,663-41.2% |
| Participant deferral / active EE | $290 | $6,467-95.5% | $5,631-94.9% | $6,689-95.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |