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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 | $124,980-23.1% | $108,359-11.3% | $154,746-37.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.04% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,536 | $2,851+24.0% | $2,399+47.4% | $4,379-19.3% |
| Participant deferral / active EE | $25 | $4,743-99.5% | $4,137-99.4% | $6,730-99.6% |
| Admin fee / account holder | $104 | $11,502-99.1% | $9,741-98.9% | $14,365-99.3% |