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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 | $176,225 | $106,115+66.1% | $85,969+105.0% | $125,389+40.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.07% | 13.93%-16.0pp | 9.32%-11.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,801 | $4,537-38.3% | $3,474-19.4% | $4,866-42.4% |
| Participant deferral / active EE | $1,049 | $4,859-78.4% | $3,829-72.6% | $5,352-80.4% |
| Admin fee / account holder | $8 | $8,144-99.9% | $6,053-99.9% | $9,541-99.9% |