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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 | $206,556 | $152,619+35.3% | $125,195+65.0% | $152,909+35.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.20% | 54.85%-35.6pp | 43.79%-24.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,976 | $4,947-60.1% | $3,866-48.9% | $4,764-58.5% |
| Participant deferral / active EE | $1,090 | $5,869-81.4% | $4,937-77.9% | $5,851-81.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |