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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 | $134,064 | $114,013+17.6% | $103,693+29.3% | $155,188-13.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.23% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $5,772 | $3,131+84.3% | $2,920+97.6% | $4,248+35.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $66 | $8,407-99.2% | $7,858-99.2% | $14,480-99.5% |