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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 | $38,825 | $135,956-71.4% | $123,894-68.7% | $273,972-85.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 4.04% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,333 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |