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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 | $78,821 | $162,821-51.6% | $133,978-41.2% | $158,982-50.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.96% | 41.95%-13.0pp | 45.10%-16.1pp | 302.99%-274.0pp |
| Employer contribution / active EE | $1,674 | $4,976-66.4% | $3,919-57.3% | $4,763-64.9% |
| Participant deferral / active EE | $1,500 | $5,910-74.6% | $5,047-70.3% | $5,983-74.9% |
| Admin fee / account holder | $248 | $11,742-97.9% | $8,930-97.2% | $11,252-97.8% |