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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 | $75,712 | $53,546+41.4% | $69,884+8.3% | $68,486+10.6% |
| Participation rate | 98.6% | 64.5%+34.1pp | 70.5%+28.1pp | 67.9%+30.7pp |
| Annual return | 2.34% | -13.87%+16.2pp | 190.81%-188.5pp | -7.85%+10.2pp |
| Employer contribution / active EE | $855 | $2,019-57.6% | $2,560-66.6% | $2,597-67.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,266-100.0% | $5,404-100.0% |