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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 | $112,751 | $123,155-8.4% | $108,753+3.7% | $155,188-27.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.21% | 44.73%-37.5pp | 37.47%-30.3pp | 148.84%-141.6pp |
| Employer contribution / active EE | $572 | $2,811-79.6% | $2,427-76.4% | $4,248-86.5% |
| Participant deferral / active EE | $530 | $4,623-88.5% | $4,115-87.1% | $6,531-91.9% |
| Admin fee / account holder | $75 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |