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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 | $125,828 | $213,785-41.1% | $185,441-32.1% | $155,188-18.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.25% | 19.97%-7.7pp | 20.16%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,646 | $5,393-50.9% | $4,672-43.4% | $4,248-37.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | -$38 | $21,134-100.2% | $17,890-100.2% | $14,480-100.3% |