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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 | $178,758 | $377,972-52.7% | $300,297-40.5% | $382,429-53.3% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 11.58% | 4.19%+7.4pp | 6.06%+5.5pp | 248.85%-237.3pp |
| Employer contribution / active EE | $3,889 | $5,545-29.9% | $4,605-15.5% | $8,036-51.6% |
| Participant deferral / active EE | $3,598 | $5,506-34.7% | $4,511-20.2% | $5,727-37.2% |
| Admin fee / account holder | $9 | $20,122-100.0% | $16,510-99.9% | $30,732-100.0% |