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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 | $14,267 | $114,119-87.5% | $107,187-86.7% | $138,895-89.7% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 20.06% | 273.21%-253.1pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $4,036 | $4,059-0.6% | $3,782+6.7% | $4,194-3.8% |
| Participant deferral / active EE | $1,343 | $5,538-75.8% | $5,096-73.7% | $6,396-79.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |