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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 | $30,974 | $183,592-83.1% | $155,574-80.1% | $145,877-78.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.21% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,086 | $5,317-79.6% | $4,676-76.8% | $4,663-76.7% |
| Participant deferral / active EE | $1,086 | $6,466-83.2% | $5,629-80.7% | $6,691-83.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |