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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 | $86,397 | $127,387-32.2% | $115,038-24.9% | $125,389-31.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.75% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $864 | $5,166-83.3% | $4,608-81.2% | $4,866-82.2% |
| Participant deferral / active EE | $1,034 | $6,423-83.9% | $6,026-82.8% | $5,352-80.7% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |