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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 | $90,111 | $165,399-45.5% | $149,745-39.8% | $158,982-43.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.20% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,513 | $5,105-50.8% | $4,646-45.9% | $4,763-47.2% |
| Participant deferral / active EE | $1,947 | $7,183-72.9% | $6,843-71.5% | $5,983-67.5% |
| Admin fee / account holder | $286 | $10,811-97.4% | $9,312-96.9% | $11,252-97.5% |