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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 | $142,099 | $117,859+20.6% | $102,438+38.7% | $145,959-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 31.72%-13.7pp | 29.37%-11.4pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,128 | $3,615-41.1% | $3,024-29.6% | $4,661-54.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |