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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 | $90,865 | $112,915-19.5% | $90,965-0.1% | $158,950-42.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.02% | 215.75%-205.7pp | 134.57%-124.5pp | 302.91%-292.9pp |
| Employer contribution / active EE | $2,143 | $2,894-26.0% | $2,122+1.0% | $4,762-55.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $75 | $8,044-99.1% | $5,960-98.7% | $11,248-99.3% |