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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 | $143,974 | $152,460-5.6% | $118,746+21.2% | $147,586-2.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.3%+1.7pp | 82.8%-2.8pp |
| Annual return | 36.05% | 17.41%+18.6pp | 24.54%+11.5pp | 578.59%-542.5pp |
| Employer contribution / active EE | $4,489 | $5,046-11.0% | $4,193+7.1% | $4,876-7.9% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |