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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 | $81,112 | $197,594-59.0% | $177,822-54.4% | $158,931-49.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,723 | $6,697-74.3% | $5,918-70.9% | $4,761-63.8% |
| Participant deferral / active EE | $1,702 | $8,405-79.8% | $7,714-77.9% | $5,982-71.6% |
| Admin fee / account holder | $18 | $15,400-99.9% | $12,428-99.9% | $11,247-99.8% |