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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 | $51,584 | $182,442-71.7% | $163,379-68.4% | $138,895-62.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.67% | 72.74%-53.1pp | 63.41%-43.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $3,231 | $4,159-22.3% | $3,752-13.9% | $4,194-23.0% |
| Participant deferral / active EE | $12 | $6,817-99.8% | $6,282-99.8% | $6,396-99.8% |
| Admin fee / account holder | $18 | $10,396-99.8% | $9,818-99.8% | $12,562-99.9% |