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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 | $172,496 | $157,304+9.7% | $141,197+22.2% | $152,909+12.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.13% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,300 | $7,111-81.7% | $6,710-80.6% | $5,851-77.8% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |