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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 | $35,255 | $172,111-79.5% | $150,298-76.5% | $137,256-74.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 56.65% | 69.37%-12.7pp | 62.79%-6.1pp | 220.34%-163.7pp |
| Employer contribution / active EE | $2,001 | $4,636-56.8% | $4,154-51.8% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $113 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |