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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 | $225,673-93.1% | $203,872-92.4% | $155,188-90.0% |
| Participation rate | 83.3% | 80.3%+3.0pp | 77.8%+5.5pp | 80.8%+2.5pp |
| Annual return | 10.41% | 95.91%-85.5pp | 85.11%-74.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $4,192 | $4,099+2.3% | $3,757+11.6% | $4,248-1.3% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |