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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 | $112,605 | $166,089-32.2% | $164,928-31.7% | $145,978-22.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.38% | 100.26%-85.9pp | 70.08%-55.7pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,276 | $5,276-75.8% | $4,343-70.6% | $4,662-72.6% |
| Participant deferral / active EE | $1,120 | $6,961-83.9% | $6,034-81.4% | $6,690-83.3% |
| Admin fee / account holder | $14 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |