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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 | $201,370-55.2% | $184,256-51.0% | $145,897-38.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.02% | 29.05%-7.0pp | 28.85%-6.8pp | 552.29%-530.3pp |
| Employer contribution / active EE | $5,791 | $7,024-17.5% | $6,427-9.9% | $4,663+24.2% |
| Participant deferral / active EE | $1,258 | $9,808-87.2% | $9,133-86.2% | $6,689-81.2% |
| Admin fee / account holder | $293 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |