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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 | $28,517 | $123,155-76.8% | $108,753-73.8% | $155,188-81.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.39% | 44.73%-32.3pp | 37.47%-25.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $4,188 | $2,811+49.0% | $2,427+72.6% | $4,248-1.4% |
| Participant deferral / active EE | $836 | $4,623-81.9% | $4,115-79.7% | $6,531-87.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |