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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 | $68,758 | $197,637-65.2% | $177,848-61.3% | $158,982-56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.38% | 58.77%-35.4pp | 48.33%-25.0pp | 302.99%-279.6pp |
| Employer contribution / active EE | $2,324 | $6,698-65.3% | $5,919-60.7% | $4,763-51.2% |
| Participant deferral / active EE | $2,628 | $8,405-68.7% | $7,714-65.9% | $5,983-56.1% |
| Admin fee / account holder | $6 | $15,406-100.0% | $12,431-100.0% | $11,252-99.9% |