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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 | $73,166 | $162,812-55.1% | $133,971-45.4% | $158,966-54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.93% | 41.94%-36.0pp | 45.09%-39.2pp | 302.95%-297.0pp |
| Employer contribution / active EE | $6,667 | $4,976+34.0% | $3,919+70.1% | $4,762+40.0% |
| Participant deferral / active EE | $800 | $5,910-86.5% | $5,047-84.1% | $5,983-86.6% |
| Admin fee / account holder | $16 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |