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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 | $32,473 | $181,062-82.1% | $158,223-79.5% | $155,188-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.49% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,556 | $4,565-22.1% | $4,109-13.5% | $4,248-16.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $195 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |