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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 | $46,698 | $127,387-63.3% | $115,038-59.4% | $125,389-62.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.80% | 31.28%-30.5pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $4,871 | $5,166-5.7% | $4,608+5.7% | $4,866+0.1% |
| Participant deferral / active EE | $1,450 | $6,423-77.4% | $6,026-75.9% | $5,352-72.9% |
| Admin fee / account holder | $160 | $9,516-98.3% | $8,175-98.0% | $9,541-98.3% |