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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 | $103,600 | $213,785-51.5% | $185,441-44.1% | $155,188-33.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.99% | 19.97%-13.0pp | 20.16%-13.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $2,730 | $5,393-49.4% | $4,672-41.6% | $4,248-35.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $122 | $21,134-99.4% | $17,890-99.3% | $14,480-99.2% |