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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 | $115,225-16.6% | $100,712-4.6% | $138,895-30.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.04% | 40.35%-21.3pp | 33.27%-14.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,536 | $2,771+27.6% | $2,313+52.9% | $4,194-15.7% |
| Participant deferral / active EE | $25 | $4,699-99.5% | $4,085-99.4% | $6,396-99.6% |
| Admin fee / account holder | $104 | $10,844-99.0% | $9,256-98.9% | $12,562-99.2% |