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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 | $70,685 | $172,111-58.9% | $150,298-53.0% | $137,256-48.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,688 | $4,636-42.0% | $4,154-35.3% | $4,156-35.3% |
| Participant deferral / active EE | $191 | $6,166-96.9% | $5,453-96.5% | $6,407-97.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |