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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 | $183,516-72.9% | $155,534-68.0% | $145,884-65.9% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 10.58% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,744 | $5,315-48.4% | $4,675-41.3% | $4,662-41.2% |
| Participant deferral / active EE | $290 | $6,467-95.5% | $5,630-94.9% | $6,690-95.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |