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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 | $201,264-55.1% | $184,185-51.0% | $145,978-38.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.02% | 29.00%-7.0pp | 28.81%-6.8pp | 550.52%-528.5pp |
| Employer contribution / active EE | $5,791 | $7,021-17.5% | $6,426-9.9% | $4,662+24.2% |
| Participant deferral / active EE | $1,258 | $9,806-87.2% | $9,132-86.2% | $6,690-81.2% |
| Admin fee / account holder | $293 | $16,376-98.2% | $13,909-97.9% | $13,400-97.8% |