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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 | $96,126 | $156,616-38.6% | $133,346-27.9% | $198,609-51.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.04% | 44.25%-25.2pp | 36.85%-17.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $3,536 | $3,368+5.0% | $2,853+23.9% | $5,055-30.1% |
| Participant deferral / active EE | $25 | $4,920-99.5% | $4,332-99.4% | $6,977-99.6% |
| Admin fee / account holder | $104 | $17,468-99.4% | $14,264-99.3% | $19,030-99.5% |