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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 | $12,864 | $172,111-92.5% | $150,298-91.4% | $137,256-90.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 13.36% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,181 | $6,166-80.9% | $5,453-78.3% | $6,407-81.6% |
| Admin fee / account holder | $258 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |