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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 | $37,670 | $123,155-69.4% | $108,753-65.4% | $155,188-75.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.50% | 44.73%-29.2pp | 37.47%-22.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $4,029 | $2,811+43.3% | $2,427+66.0% | $4,248-5.1% |
| Participant deferral / active EE | $916 | $4,623-80.2% | $4,115-77.7% | $6,531-86.0% |
| Admin fee / account holder | $77 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |