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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 | $76,316 | $81,331-6.2% | $155,534-50.9% | $80,935-5.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 26.45% | 33.37%-6.9pp | 64.92%-38.5pp | 35.66%-9.2pp |
| Employer contribution / active EE | $2,167 | $3,105-30.2% | $4,675-53.7% | $2,757-21.4% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $150 | $7,999-98.1% | $15,900-99.1% | $6,924-97.8% |