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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 | $120,096 | $177,156-32.2% | $147,027-18.3% | $154,746-22.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.66% | 21.94%-11.3pp | 20.23%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,956 | $4,336-54.9% | $3,626-46.1% | $4,379-55.3% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |