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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 | $58,449 | $162,812-64.1% | $133,971-56.4% | $158,966-63.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 57.44% | 41.94%+15.5pp | 45.09%+12.3pp | 302.95%-245.5pp |
| Employer contribution / active EE | $18,798 | $4,976+277.8% | $3,919+379.7% | $4,762+294.7% |
| Participant deferral / active EE | $1,143 | $5,910-80.7% | $5,047-77.4% | $5,983-80.9% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |