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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 | $67,195 | $127,386-47.3% | $115,037-41.6% | $125,393-46.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.21% | 31.28%-31.1pp | 26.14%-25.9pp | 282.23%-282.0pp |
| Employer contribution / active EE | $9,375 | $5,166+81.5% | $4,608+103.5% | $4,866+92.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $92 | $9,516-99.0% | $8,175-98.9% | $9,541-99.0% |