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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 | $15,517 | $182,442-91.5% | $163,379-90.5% | $138,895-88.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 10.41% | 72.74%-62.3pp | 63.41%-53.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $4,192 | $4,159+0.8% | $3,752+11.7% | $4,1940% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |