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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 | $96,828 | $171,272-43.5% | $127,803-24.2% | $152,909-36.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 16.86% | 23.54%-6.7pp | 26.14%-9.3pp | 345.46%-328.6pp |
| Employer contribution / active EE | $2,766 | $5,451-49.3% | $4,576-39.5% | $4,764-41.9% |
| Participant deferral / active EE | $1,748 | $7,043-75.2% | $6,023-71.0% | $5,851-70.1% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |