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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 | $91,176 | $69,977+30.3% | $108,582-16.0% | $62,881+45.0% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 59.80% | 10.73%+49.1pp | -51.70%+111.5pp | 20.14%+39.7pp |
| Employer contribution / active EE | $745 | $2,135-65.1% | $3,758-80.2% | $2,281-67.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $288 | $5,076-94.3% | $7,645-96.2% | $4,296-93.3% |