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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 | $90,235 | $152,592-40.9% | $125,180-27.9% | $152,885-41.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 23.63% | 54.84%-31.2pp | 43.79%-20.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,005 | $4,947-79.7% | $3,866-74.0% | $4,763-78.9% |
| Participant deferral / active EE | $1,159 | $5,868-80.2% | $4,937-76.5% | $5,851-80.2% |
| Admin fee / account holder | $7 | $13,435-99.9% | $9,703-99.9% | $11,598-99.9% |