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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 | $90,293 | $201,344-55.2% | $184,243-51.0% | $145,877-38.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.02% | 29.01%-7.0pp | 28.82%-6.8pp | 551.28%-529.3pp |
| Employer contribution / active EE | $5,791 | $7,022-17.5% | $6,427-9.9% | $4,663+24.2% |
| Participant deferral / active EE | $1,258 | $9,807-87.2% | $9,132-86.2% | $6,691-81.2% |
| Admin fee / account holder | $293 | $16,382-98.2% | $13,914-97.9% | $13,402-97.8% |