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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 | $91,897 | $181,062-49.2% | $158,223-41.9% | $155,188-40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.12% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $4,109-75.7% | $4,248-76.5% |
| Participant deferral / active EE | $230 | $6,134-96.3% | $5,467-95.8% | $6,531-96.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |