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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 | $21,214 | $175,257-87.9% | $149,717-85.8% | $139,456-84.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 12.39% | 166.70%-154.3pp | 134.41%-122.0pp | 373.45%-361.1pp |
| Employer contribution / active EE | $2,573 | $5,477-53.0% | $4,820-46.6% | $4,753-45.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |