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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 | $137,921 | $118,496+16.4% | $98,461+40.1% | $139,466-1.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 18.96%-9.5pp | 21.17%-11.7pp | 373.66%-364.2pp |
| Employer contribution / active EE | $2,413 | $3,611-33.2% | $3,049-20.8% | $4,754-49.2% |
| Participant deferral / active EE | $633 | $5,393-88.3% | $4,738-86.6% | $6,712-90.6% |
| Admin fee / account holder | $150 | $14,056-98.9% | $8,961-98.3% | $11,409-98.7% |