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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 | $57,863 | $54,763+5.7% | $90,324-35.9% | $72,976-20.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.65% | 30.63%-12.0pp | 78.15%-59.5pp | 81.02%-62.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $184 | $2,887-93.6% | $3,885-95.3% | $3,608-94.9% |
| Admin fee / account holder | $235 | $3,973-94.1% | $5,356-95.6% | $5,124-95.4% |