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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 | $70,599 | $91,559-22.9% | $133,971-47.3% | $79,852-11.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.78% | 61.85%-47.1pp | 45.09%-30.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $4,814 | $2,384+102.0% | $3,919+22.9% | $2,471+94.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $180 | $6,321-97.1% | $8,929-98.0% | $5,306-96.6% |