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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 | $120,136 | $162,821-26.2% | $133,978-10.3% | $158,982-24.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,033 | $4,976-79.2% | $3,919-73.6% | $4,763-78.3% |
| Participant deferral / active EE | $1,435 | $5,910-75.7% | $5,047-71.6% | $5,983-76.0% |
| Admin fee / account holder | $178 | $11,742-98.5% | $8,930-98.0% | $11,252-98.4% |