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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 | $31,097 | $199,109-84.4% | $173,730-82.1% | $154,746-79.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 18.24% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,502 | $5,311-15.2% | $4,577-1.7% | $4,379+2.8% |
| Participant deferral / active EE | $1,034 | $7,113-85.5% | $6,326-83.6% | $6,730-84.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |