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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 | $49,351 | $111,787-55.9% | $93,681-47.3% | $145,978-66.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 12.65% | 203.52%-190.9pp | 133.47%-120.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $4,946 | $3,093+59.9% | $2,422+104.2% | $4,662+6.1% |
| Participant deferral / active EE | $606 | $4,918-87.7% | $4,415-86.3% | $6,690-90.9% |
| Admin fee / account holder | $3 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |