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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 | $63,073 | $115,917-45.6% | $100,535-37.3% | $158,982-60.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.7pp |
| Annual return | 12.56% | 34.80%-22.2pp | 30.90%-18.3pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,167 | $4,105-47.2% | $3,419-36.6% | $4,763-54.5% |
| Participant deferral / active EE | $1,659 | $6,677-75.1% | $6,271-73.5% | $5,983-72.3% |
| Admin fee / account holder | $140 | $11,002-98.7% | $8,085-98.3% | $11,252-98.8% |