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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 | $150,707 | $183,627-17.9% | $155,602-3.1% | $145,978+3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.99% | 61.32%-33.3pp | 64.81%-36.8pp | 550.52%-522.5pp |
| Employer contribution / active EE | $2,923 | $5,316-45.0% | $4,675-37.5% | $4,662-37.3% |
| Participant deferral / active EE | $1,401 | $6,466-78.3% | $5,629-75.1% | $6,690-79.1% |
| Admin fee / account holder | $7 | $19,327-100.0% | $15,923-100.0% | $13,400-99.9% |