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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 | $58,863 | $132,634-55.6% | $115,768-49.2% | $137,256-57.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 11.02% | 160.70%-149.7pp | 100.46%-89.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $805 | $5,619-85.7% | $4,917-83.6% | $6,407-87.4% |
| Admin fee / account holder | $182 | $15,028-98.8% | $12,439-98.5% | $12,270-98.5% |