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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 | $71,289 | $162,821-56.2% | $133,978-46.8% | $158,982-55.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.11% | 41.95%-10.8pp | 45.10%-14.0pp | 302.99%-271.9pp |
| Employer contribution / active EE | $3,197 | $4,976-35.8% | $3,919-18.4% | $4,763-32.9% |
| Participant deferral / active EE | $1,591 | $5,910-73.1% | $5,047-68.5% | $5,983-73.4% |
| Admin fee / account holder | $4 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |