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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 | $101,763 | $167,415-39.2% | $140,514-27.6% | $198,609-48.8% |
| Participation rate | 70.0% | 80.9%-10.9pp | 77.8%-7.8pp | 82.4%-12.4pp |
| Annual return | 15.19% | 13.85%+1.3pp | 14.36%+0.8pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,215 | $5,579-60.3% | $4,919-55.0% | $6,977-68.2% |
| Admin fee / account holder | $168 | $16,730-99.0% | $13,697-98.8% | $19,030-99.1% |