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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 | $120,751 | $183,516-34.2% | $155,534-22.4% | $145,884-17.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.21% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,743 | $5,315-67.2% | $4,675-62.7% | $4,662-62.6% |
| Participant deferral / active EE | $1,612 | $6,467-75.1% | $5,630-71.4% | $6,690-75.9% |
| Admin fee / account holder | $95 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |