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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 | $191,547 | $227,399-15.8% | $189,758+0.9% | $198,609-3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.28% | 61.03%-48.8pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,004 | $5,526-63.7% | $4,767-58.0% | $5,055-60.4% |
| Participant deferral / active EE | $1,733 | $6,837-74.6% | $5,856-70.4% | $6,977-75.2% |
| Admin fee / account holder | $13 | $25,162-100.0% | $20,388-99.9% | $19,030-99.9% |