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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 | $46,314 | $127,387-63.6% | $115,038-59.7% | $125,389-63.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.52% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,001 | $5,166-61.3% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $1,796 | $6,423-72.0% | $6,026-70.2% | $5,352-66.4% |
| Admin fee / account holder | $252 | $9,516-97.3% | $8,175-96.9% | $9,541-97.4% |