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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 | $52,197 | $168,635-69.0% | $147,617-64.6% | $125,389-58.4% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -1.37% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,453 | $6,252-44.8% | $5,564-37.9% | $4,866-29.0% |
| Participant deferral / active EE | $1,767 | $5,507-67.9% | $4,895-63.9% | $5,352-67.0% |
| Admin fee / account holder | $229 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |