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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 | $126,081 | $91,911+37.2% | $68,612+83.8% | $135,380-6.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.16% | -8.22%+5.1pp | -4.63%+1.5pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,253 | $3,924-42.6% | $2,625-14.2% | $4,779-52.9% |
| Participant deferral / active EE | $300 | $4,315-93.0% | $3,311-90.9% | $5,609-94.6% |
| Admin fee / account holder | $168 | $9,240-98.2% | $5,131-96.7% | $10,828-98.4% |