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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 | $68,924 | $136,860-49.6% | $120,344-42.7% | $154,746-55.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 42.60% | 21.38%+21.2pp | 20.30%+22.3pp | 172.34%-129.7pp |
| Employer contribution / active EE | $1,235 | $3,533-65.0% | $3,020-59.1% | $4,379-71.8% |
| Participant deferral / active EE | $1,279 | $5,793-77.9% | $5,135-75.1% | $6,730-81.0% |
| Admin fee / account holder | $230 | $15,393-98.5% | $12,742-98.2% | $14,365-98.4% |