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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 | $92,222 | $78,428+17.6% | $95,960-3.9% | $79,852+15.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.98% | 19.37%-6.4pp | 91.63%-78.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $948 | $1,945-51.3% | $2,541-62.7% | $2,471-61.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $136 | $5,622-97.6% | $6,797-98.0% | $5,306-97.4% |