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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 | $60,578 | $197,637-69.3% | $177,848-65.9% | $158,982-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 76.39% | 58.77%+17.6pp | 48.33%+28.1pp | 302.99%-226.6pp |
| Employer contribution / active EE | $4,854 | $6,698-27.5% | $5,919-18.0% | $4,763+1.9% |
| Participant deferral / active EE | $2,798 | $8,405-66.7% | $7,714-63.7% | $5,983-53.2% |
| Admin fee / account holder | $240 | $15,406-98.4% | $12,431-98.1% | $11,252-97.9% |