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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 | $67,943 | $185,312-63.3% | $161,489-57.9% | $154,746-56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.04% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,014 | $4,769-57.8% | $4,268-52.8% | $4,379-54.0% |
| Participant deferral / active EE | $1,103 | $6,350-82.6% | $5,630-80.4% | $6,730-83.6% |
| Admin fee / account holder | $149 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |