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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 | $99,707 | $59,813+66.7% | $79,580+25.3% | $68,486+45.6% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -9.70% | -12.30%+2.6pp | 0.15%-9.9pp | -7.85%-1.8pp |
| Employer contribution / active EE | $6,190 | $1,505+311.2% | $2,413+156.5% | $2,597+138.4% |
| Participant deferral / active EE | $891 | $3,024-70.6% | $3,985-77.7% | $4,028-77.9% |
| Admin fee / account holder | $251 | $4,835-94.8% | $6,835-96.3% | $5,404-95.4% |