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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 | $56,380 | $107,733-47.7% | $92,985-39.4% | $154,746-63.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.17% | 30.39%-18.2pp | 27.99%-15.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,663 | $3,126-14.8% | $2,6620% | $4,379-39.2% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $135 | $11,369-98.8% | $9,463-98.6% | $14,365-99.1% |