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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 | $48,844 | $127,387-61.7% | $115,038-57.5% | $125,389-61.0% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.53% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $14,023 | $5,166+171.4% | $4,608+204.3% | $4,866+188.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $43 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |