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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 | $186,973 | $118,919+57.2% | $88,538+111.2% | $152,897+22.3% |
| Participation rate | 88.9% | 73.4%+15.5pp | 68.7%+20.1pp | 82.5%+6.4pp |
| Annual return | 23.93% | 47.92%-24.0pp | 43.64%-19.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $4,544 | $2,669+70.3% | $2,098+116.6% | $4,764-4.6% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $102 | $5,876-98.3% | $4,310-97.6% | $11,599-99.1% |