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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 | $45,769 | $124,346-63.2% | $111,306-58.9% | $167,553-72.7% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 12.79% | 37.46%-24.7pp | 54.67%-41.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $3,379 | $3,438-1.7% | $2,732+23.7% | $4,840-30.2% |
| Participant deferral / active EE | $324 | $5,182-93.7% | $4,488-92.8% | $6,343-94.9% |
| Admin fee / account holder | $190 | $10,623-98.2% | $7,966-97.6% | $12,316-98.5% |