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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 | $76,180 | $154,228-50.6% | $145,433-47.6% | $137,256-44.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,269 | $4,804-73.6% | $4,554-72.1% | $4,156-69.5% |
| Participant deferral / active EE | $1,587 | $8,216-80.7% | $7,897-79.9% | $6,407-75.2% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |