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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 | $71,648 | $162,812-56.0% | $133,971-46.5% | $158,966-54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.53% | 41.94%-32.4pp | 45.09%-35.6pp | 302.95%-293.4pp |
| Employer contribution / active EE | $4,376 | $4,976-12.1% | $3,919+11.7% | $4,762-8.1% |
| Participant deferral / active EE | $659 | $5,910-88.9% | $5,047-86.9% | $5,983-89.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |