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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 | $68,396 | $88,672-22.9% | $105,223-35.0% | $82,448-17.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.11% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,169 | $3,048+102.4% | $3,689+67.3% | $2,551+141.8% |
| Participant deferral / active EE | $388 | $4,036-90.4% | $5,072-92.4% | $4,139-90.6% |
| Admin fee / account holder | $227 | $7,146-96.8% | $8,859-97.4% | $7,234-96.9% |