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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 | $57,847 | $93,617-38.2% | $135,982-57.5% | $75,177-23.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.78% | 30.89%-10.1pp | 68.32%-47.5pp | 160.75%-140.0pp |
| Employer contribution / active EE | $1,449 | $3,538-59.1% | $4,859-70.2% | $2,671-45.8% |
| Participant deferral / active EE | $2,120 | $6,406-66.9% | $7,760-72.7% | $4,126-48.6% |
| Admin fee / account holder | $155 | $6,980-97.8% | $10,767-98.6% | $5,651-97.3% |