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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 | $44,240 | $178,174-75.2% | $156,181-71.7% | $137,256-67.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 11.03% | 84.19%-73.2pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $12,536 | $4,972+152.1% | $4,294+191.9% | $4,156+201.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $253 | $17,404-98.5% | $14,586-98.3% | $12,270-97.9% |