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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 | $63,453 | $209,336-69.7% | $197,124-67.8% | $137,256-53.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 86.77% | 48.09%+38.7pp | 44.34%+42.4pp | 220.34%-133.6pp |
| Employer contribution / active EE | $2,681 | $6,591-59.3% | $6,227-56.9% | $4,156-35.5% |
| Participant deferral / active EE | $1,600 | $9,614-83.4% | $9,135-82.5% | $6,407-75.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |